PracticePanther

David S

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

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

Editing your intake form after it's been created.

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

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

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

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

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

Integrating intake forms onto your website.

Add your intake form to a Wordpress website.

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

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