Intake Forms - Frequently Asked Questions


Below are some frequently asked questions about the LeadPro and MatterFlow features in Smokeball.

Can my firm create its own intake forms? 

If you are the Firm Owner, you can create a custom lead or matter intake form for your firm. To get started, follow the steps in the Create a custom Intake Form article.

Custom Intake Forms are only available for firms that have the LeadPro and/or MatterFlow add-ons.

Can I duplicate an intake form?

Yes, you can duplicate intake forms by navigating to your list of intake forms (File -> Intake Forms on the Desktop app or Gear Icon > Intake Forms on the Web App) and selecting the three dot icon.

Can I filter out Lead or Matter forms from the global view?

Yes. Use the dropdown menu on the list of intake forms to display Matter forms, Lead forms, or all forms. 

How do I get my firm's logo to be displayed on the intake form?

Ensure you have uploaded your firm's logo on Firm Details in Smokeball Settings. This is where the form will grab your logo information from.

Why is my list of intake forms empty?

If you do not see LeadPro or MatterFlow forms when trying to create a new form, make sure you have set up your firm's practicing states and areas of law. 

  1. Navigate to Smokeball Settings on the top-right corner of Smokeball and select Intake Forms.
  2. Select the Practice Areas tab and check that your states and areas of law are listed there.
  3. Select Edit to add or remove states or areas of law.
  4. Select Save.

Why can't I delete a matter intake form?

The ability to delete a form is reserved for the situation where you have shared a form by mistake, e.g. to the wrong client.

To delete a form, the client must not have opened it. You can confirm this by checking the Modified column for the form, which should show Not opened.

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If the client has opened the form, you will have to Close the form instead.

I need help in sending and managing intake forms. What can I do?

Review our articles on sending a lead intake form or sending a matter intake form.

What anti-bot measures are there in the intake form process?

We have implemented secure measures such as reCAPTCHA behind the intake forms website to prevent bots from submitting spam form responses.

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