Getting Started with Intake for Smokeball Prosper+

Learn how to send professional intake forms to leads and clients using Smokeball LeadPro and MatterFlow, included with your Smokeball Prosper+ plan.

LeadPro Overview

LeadPro is a feature in Prosper+ that can automate client intake for your firm. It does this by providing a customisable form that is integrated into your website. This form allows potential clients to inquire about your services directly through your website.

Benefits of using LeadPro:

• Provide a modern self-service inquiry experience for potential clients that can be accessed on your website at all times.
• Eliminate the need for duplicating information by having form fields transfer directly to Smokeball fields in real time. 
• View new leads and updates to lead intake forms in real-time on your dashboard.
• It is Integrated with Lead Management reporting in Smokeball.

Get started by generating a lead intake form for your website.

MatterFlow Overview

MatterFlow simplifies the process of collecting client data for your firm. It involves sending a form to your client which automatically populates all the relevant fields in that matter as they fill it in.

Benefits of using MatterFlow:

• Reduces the need for constant back-and-forth communication and extensive document sharing with clients.
• Eliminate double-entry of client information as matter fields are populated as the client fills in the form.
• Forms are pre-automated and built for each matter type and practice area.
• Updates to matter forms can be displayed live on your dashboard.
• Forms can be sent securely to the client from Communicate or via email.

Learn how to generate a Matter intake form to send to your client.

Frequently Asked Questions

Have some questions about LeadPro and MatterFlow intake forms? Check out our Frequently Asked Questions article.