Solved

Disclaimer on Intake Form

  • 26 January 2024
  • 2 replies
  • 40 views

Userlevel 2

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

icon

Best answer by Ben.Enviah 28 January 2024, 21:55

View original

2 replies

Userlevel 2

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.

Userlevel 2

This is super helpful, Ben and kudos to the SB Team for rolling out this functionality.

 

Reply