Is there a way to add this disclaimer to the new Intake Form templates?
This request does not establish a client/attorney relationship.
Thank you,
Dan Austin / BrotmanLaw
Is there a way to add this disclaimer to the new Intake Form templates?
Thank you,
Dan Austin / BrotmanLaw
Hi Dan,
If you would like to add a disclaimer to appear as the client completes the form, you can achieve this by using the 'Add Paragraph' option in the form builder to include your statements.
If you would like to add a disclaimer to appear as a confirmation message when the form is completed. You can customized your confirmation message via the settings section in Smokeball (see Confirmation Message). This message will appear for all forms completed by your clients.
Alternatively, you can set a specific message for each intake form by accessing the Settings menu within the Intake Form builder.
If you need more information on adding a disclaimer, please feel free to contact our helpdesk. They would be happy to provide you with specific guidance.
This is super helpful, Ben and kudos to the SB Team for rolling out this functionality.
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