Client Intake Forms

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

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14 articles in this collection
Written by Ori T, David S, PracticePanther Help Center and 3 others

Getting Started

Intake forms tutorial

Creating and using intake forms.

Written by PracticePanther Help Center
Updated over a week ago

Automate Your Intake Process by Syncing with Lawmatics

Written by David S
Updated over a week ago

Basic Questions

Using Intake Forms

Getting your intake form filled out.

Written by Ori T
Updated over a week ago

Printing a blank Intake Form

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

Written by David
Updated over a week ago

Editing an intake form once it’s been submitted

Editing your intake form after it's been created.

Written by Ori T
Updated over a week ago

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

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

Written by Ori T
Updated over a week ago

Adjusting the print out of Intake Forms

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

Written by Benjamin Garcia
Updated over a week ago

Alternate Uses for Intake Forms

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

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

Written by David
Updated over a week ago

Making Quarterly Reviews with Intake Forms

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

Written by Benjamin Garcia
Updated over a week ago

Creating a client satisfaction survey with intake forms

Creating a survey using intake forms.

Written by David
Updated over a week ago

Grouping contacts for MailChimp by client satisfaction scores

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

Written by Adam Sibori
Updated over a week ago

Integrating Intake Forms

Integrating an intake form to my website using WordPress

Integrating intake forms onto your website.

Written by David
Updated over a week ago

Embedding an intake form in a website

Add your intake form to a Wordpress website.

Written by Ori T
Updated over a week ago

Inviting your immigration clients to intelligent questionnaires using Docketwise / Borderwise

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

Written by David S
Updated over a week ago