With the Archie add-on, you can pre-populate your Intake Forms using existing matter documents before sending them to your client, saving them the time and effort of re-entering duplicate information.
The Smokeball AI feature (aka Archie) is available as a paid add-on for all firms currently subscribed to Boost, Grow, or Prosper+ plans. If you are interested to learn more about our AI feature capabilities and pricing, please reach out to your Customer Success Manager.
To pre-populate your Intake Form and send it to the client:
- Open the matter in the Smokeball Desktop App or Web App.
- Select the Intake tab.
- Select the three dots icon next to Share form, then select Prefill for client.
- Select the form you wish to use, then select Autofill this form with Archie.
- Select Autofill and open form.
- The form will generate in the background and Archie will begin filling in the form fields with content from matter documents.
- Check all sections of the form to ensure that the information shown in the fields is accurate.
- Send the rest of the form for your client to fill out by selecting the three dots icon and clicking Send.
Once the client fills out the remaining information in the form, the information (including any documents uploaded to the intake form) will be available for saving back to the matter by clicking the Save responses icon.