Will there be a way to create our own customizable forms for Matter Flow? When sending a form to a client, there are only 2 options under Estate Planning, married or single. These go through ALL of the questions, many of which, we have already gone over in our initial meeting, and would seem redundant to send to someone who just went through all of the design questions or asset information.
We have used forms with our other intake programs, but we are attempting to streamline our software and eliminate the ones that are redundant. We have several fully developed forms that address the information that we need to have for a successful matter, without being daunting to our clients.
Having Intake Forms that we could customize and map with Matter Fields (once the prospect is converted to a client) would be very helpful. A form that gathers the family info, basic asset info, and any notes that we would need to know about before a meeting, and then puts that info where it needs to be when the Lead is Converted to a Matter.
Having a single Lead Intake form, to place on your website, that would map to the type of lead would also be better than asking the prospective client to select the correct Lead Form based on what they need. Example, a basic form that gathers name, phone, email, and then has a dropdown menu for “Estate Planning, Probate, Long Term Care, Etc”, which selects the type of Lead it becomes when they submit, and also allows for some additional intake questions based on conditional logic.
Thank you
Best answer by Sara Sultan
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