- Intake with Smokeball Payments
- Send an Intake Form to your client with pre-populated data
- Allow clients to upload documents and autofill your Intake Form
- Generate Intake Forms with AI
- Getting Started with Intake for Smokeball Prosper+
- Getting Started with LeadPro
- Getting Started with MatterFlow
- Create a custom intake form
- Collect information from multiple clients through your custom Intake Form
- Allow clients to book an appointment from your custom Intake Form
- Add Google Analytics tracking to Lead Intake forms
- List of Intake Forms
- Set up and manage Lead Intake forms with LeadPro
- Send and manage Matter Intake forms with MatterFlow
- Customize client messages in Intake Forms
- Regenerate the code or delete the link for a Lead Intake form
- Share an Intake form to internal Staff
- Intake Forms - Frequently Asked Questions
- Resolving mapping errors in custom intake forms
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