- Send an Intake Form to your client with pre-populated data
- Allow clients to upload documents and autofill your Intake Form
- Generate Intake Forms with AI
- Getting started with Intake for Smokeball Prosper+
- Getting Started with LeadPro
- Getting Started with MatterFlow
- Create a custom Intake Form
- Collect information from multiple parties through your custom Intake Form
- Allow clients to book an appointment from your custom Intake Form
- Add Google Analytics tracking to your Lead Intake Form
- List of Intake Forms
- Using LeadPro for Lead Intake
- Using MatterFlow for Matter Intake
- Customise client messages in Intake Forms
- Regenerate the code or delete the link for a Lead Intake form
- Share an Intake Form to internal staff
- Intake Forms - Frequently Asked Questions
- Resolving mapping errors in custom intake forms