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Generate client intake forms, embed them in your website or send them to your clients.

Client Intake Forms

Intake forms tutorial

Automate Your Intake Process by Syncing with Lawmatics

Getting Started

Using Intake Forms

This article will show you how to print a blank intake form to be filled out in person.

Printing a blank Intake Form

Editing your intake form after it's been created.

Editing an intake form once it’s been submitted

Applying an intake form that can update information for your existing contact and/or matter.

Creating an intake form that can update information for an existing contact and/or matter

Adjust the scaling of your Intake Form printouts to make sure it comes out exactly how you need!

Adjusting the print out of Intake Forms

Andrew S.

Basic Questions

Send automated emails to contacts that fill out your intake form.

Automatically email your clients after they submit an intake form via MailChimp

Let Intake Forms make life in the office a breeze by letting it manage your Quarterly Reviews and facilitating the whole process!

Making Quarterly Reviews with Intake Forms

Creating a client satisfaction survey with intake forms

How to respond to client satisfactions survey scores through tags using MailChimp.

Grouping contacts for MailChimp by client satisfaction scores

Adam Sibori

Alternate Uses for Intake Forms

Integrating intake forms onto your website.

Integrating an intake form to my website using WordPress

Add your intake form to a Wordpress website.

Embedding an intake form in a website

Save time collecting important information about your immigration clients using Docketwise.

Inviting your immigration clients to intelligent questionnaires using Docketwise / Borderwise

Integrating Intake Forms

Find answers and get help from Intercom Support and Community Experts

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