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LeadPro

  • 12 February 2024
  • 4 replies
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Is there a way to send a full intake form to a lead? For example- we prefer our estate planning leads to complete a full questionnaire before their consultation, not just a general intake. 

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Best answer by JKibler 12 February 2024, 18:41

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J
Userlevel 6
Badge +1

@amy13021 - It depends on what you mean exactly. You can create a “full intake form” for leads for estate planning to gather any and all information. But lead responses to this lead intake form will not map to most estate planning matter fields when the matter is created. These are the only mapped field options available in lead intake forms:


You cannot create your own matter intake forms. I have requested the ability to: a) make our own matter forms; and b) to make lead and matter forms cross-compatible so that when a lead with an intake form is created that matches a matter, the user can import information from the lead intake form into the matter. Response from SB has indicated that there is interest in these ideas but there is no timeline for their development or implementation.

Hannah
Rank
Userlevel 2

Hi @amy13021 and @JKibler, 

Great news! The development of the ability to create a custom matter intake forms and option to send matter intakes from a Lead is well underway. We aim to release the ability to send matter intakes from a Lead by mid-March and the ability to create matter intakes by end of March.

Please keep an eye on the Release Notes to see when these are released! Thanks for your feedback!

J
Userlevel 6
Badge +1

@Hannah thanks to you and SB for the update and your hard work on this. This will be very helpful for our firm. 

M
Userlevel 2

@Hannah I look forward to the release and giving them a good test! 

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