Generate Intake Forms with AI

Learn how to create a Lead or Matter Intake Form from scratch using Smokeball AI.

To get started:

  1. Navigate to Intake Forms in the Smokeball Desktop App or Web App.
    Smokeball Desktop App Smokeball Web App

    In the Smokeball Desktop App, select File from the top-left corner of Smokeball, then select Intake Forms.

  2. Select the Create form button.
  3. Choose whether your form is for a Matter or Lead.
  4. Enter a name for the form, the relevant countries (England, Wales, Scotland, Northern Ireland), and the appropriate matter types.
  5. Select Generate using Smokeball AI.
  6. Select Create form.

Smokeball AI will generate a template intake form based on the countries and matter types selected, which can then be reviewed and customised like any other custom intake form.

Convert an existing form into a Smokeball Intake Form

Alternatively, you can convert an existing paper form into a Smokeball intake form using AI.

  1. Navigate to Intake Forms in the Smokeball Desktop App or Web App.
    Smokeball Desktop App Smokeball Web App

    In the Smokeball Desktop App, select File from the top-left corner of Smokeball, then select Intake Forms.

  2. Select the Create form button.
  3. Choose whether your form is for a Matter or Lead.
  4. Enter a name for the form, the relevant countries (England, Wales, Scotland, Northern Ireland), and the appropriate matter types.
  5. Select Upload and convert an existing form.
  6. A section will appear that allows you to upload a copy of the form. Drag the .PDF, .JPEG or .PNG copy of the intake form into the box or select Browse to select it from your computer's hard drive.
  7. Once the file is uploaded, select Create form.

Smokeball AI will generate a template intake form based on your uploaded form, which can then be reviewed and customised like any other custom intake form.

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