Learn how to send professional intake forms to leads and clients using Smokeball Intake, included in your Smokeball plan.
Lead Intake Overview
Capture leads by embedding a customisable form on your website, so potential clients can inquire about your services directly.
Benefits of using Intake to collect leads:
- Provide a modern self-service inquiry experience for potential clients that can be accessed on your website at all times.
- Choose from a collection of forms relevant to your practice area, or create one from scratch with our powerful form builder.
- Eliminate the need for duplicating information by having form fields transfer directly to Smokeball fields in real time.Â
- 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.
Matter Intake Overview
Simplify the process of collecting client data for your firm by sending a form to your client that automatically populates all the relevant fields in the Smokeball matter.
Benefits of using Intake to collect matter data:
- 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.
- Choose from a collection of forms relevant to your practice area, or create one from scratch with our powerful form builder.
- Updates to matter forms can be displayed live on your dashboard.
- Forms can be sent securely to the client from the Client Portal or via email
Learn how to generate a Matter Intake Form to send to your client.
Frequently Asked Questions
Have some questions about our Intake Forms? Check out our Frequently Asked Questions article.