Learn how to use Smokeball Intake to collect data from prospective leads on your website.
Many lead intake forms are created by the team at Smokeball, and their contents vary depending on the form and matter type. Have an idea for a specific type of intake form? Reach out to your Smokeball Account Manager.
Embed the Lead Intake Form on Your Website (Web Enquiries)
There are four ways you can use Intake to start collecting leads:
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Providing a link for prospective clients to click on and access the form
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Embedding a form on your website so prospective clients can fill in details from the website
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Embedding a "Contact Us" button on your website that the prospective client can click on to access the Lead Intake Form
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Providing a QR code for prospective clients to scan with their smartphone and access the form.
Embedding the form or "Contact Us" button may require the assistance of your website developer to incorporate code from Smokeball into your website's theme.
To generate the code:
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Select the gear icon on the top-right corner of the Smokeball desktop app, to enter Smokeball Settings.
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Select Intake Forms from the left menu.
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Select the Practice Areas tab and confirm that your countries and practice areas are displayed there. Click on Edit to make changes.
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Under the Web Enquiry tab, select New Link.
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The New Link window will open. Choose the lead form you wish to share from the Form drop-down menu.
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Your firm's custom lead forms will appear first, followed by forms created by the Smokeball Team (listed under Smokeball Forms).
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Under the Staff drop-down menu, select or type in the names of staff members who will receive a notification when someone has submitted a form.
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Optional: If you have a Google Analytics measurement ID/tag ID, enter it in the Google Analytics measurement ID field to track the form.
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You can choose to get a link to the form, generate a code for an embedded form or add a 'Contact Us' button on your website.
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Select Copy Code next to the option you prefer.
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Paste the code into a Notepad file and send this to your website designer.
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Note: Adding the intake form code to your website is outside the scope of Smokeball Support. Please reach out to whoever manages your website's theme to implement this on your website.
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Select the gear icon on the top-right corner of Smokeball, then select Firm Settings.
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Select Intake Forms from the left menu.
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Select the Practice Areas tab and confirm that your state and practice areas of law are displayed there. Click on Edit to make changes.
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Under the Web Enquiry tab, select New Link.
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The New Link window will open. Choose the form you wish to share from the Form drop-down menu.
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Your firm's custom lead forms will appear first, followed by forms created by the Smokeball Team (listed under Smokeball Forms).
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Under the Staff drop-down menu, select or type in the names of staff members who will receive a notification when someone has submitted a form.
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Optional: If you have a Google Analytics measurement ID/tag ID, enter it in the Google Analytics measurement ID field to track the form.
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You can choose to get a link to the form, generate a code for an embedded form or add a 'Contact Us' button on your website.
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Select Copy Code next to the option you prefer.
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Paste the code into a Notepad file and send this to your website designer.
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Note: Adding the intake form code to your website is outside the scope of Smokeball Support. Please reach out to whoever manages your website's theme to implement this on your website.
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Once this is on your website, prospective leads simply need to fill out the form and you will receive these responses in Smokeball.
View submitted forms
Once a form is submitted, the designated staff members you chose when setting up the form will receive a new Communicate message.
You can also add the New Lead and Wed Intake Leads widgets to your dashboard to keep new leads top of mind.
When you click on the Lead file in Smokeball, the lead contact card is automatically created and populated with the lead's contact information. A copy of the lead intake form can be found in the Intake folder within the matter files.
Send a follow-up form
You can request more information from the lead before you decide to take them on as a client.
Note: Not all matter types contain follow-up forms.
To send a follow-up to the web enquiry:
- Open the lead file and select the Intake Forms tab.
- Select Share Form.
- The lead's contact details are automatically populated. Select the type of form you wish to send from the Forms drop-down menu (if applicable).
- Select whether to send the form via Communicate message or via email.
- Select the Custom Field icon to insert specific fields from your matter into the message.
- You can customise this message for all matters in Smokeball Settings > Intake > Client Messages.
- Select the Custom Field icon to insert specific fields from your matter into the message.
- Select Share to share as a Communicate message, or Open Email if sending the form as an email.