Learn how to create a Lead or Matter Intake Form from scratch using Smokeball AI.
To get started:
- Navigate to Intake Forms in the Smokeball Desktop App or Web App.
In the Smokeball Desktop App, select File from the top-left corner of Smokeball, then select Intake Forms.
In the Smokeball Web App, select the Settings icon, then select Intake Forms.
- Select the Create form button.
- Choose whether your form is for a Matter or Lead.
- Enter a name for the form, the relevant countries (England, Wales, Scotland, Northern Ireland), and the appropriate matter types.
- Select Generate using Smokeball AI.
- 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.
- Navigate to Intake Forms in the Smokeball Desktop App or Web App.
In the Smokeball Desktop App, select File from the top-left corner of Smokeball, then select Intake Forms.
In the Smokeball Web App, select the Settings icon, then select Intake Forms.
- Select the Create form button.
- Choose whether your form is for a Matter or Lead.
- Enter a name for the form, the relevant countries (England, Wales, Scotland, Northern Ireland), and the appropriate matter types.
- Select Upload and convert an existing form.
- 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.
- 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.