Getting Started with Intake for Smokeball Prosper+

Learn how to send professional intake forms to leads and clients using Smokeball Intake, included in your Smokeball Prosper+ 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. 
• 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.