Multiple Client Entry on a single form

Hey Charles!

Thanks for posting! You can indeed, it just involves using the “Group of Fields” option in your components list. Simply create a group, add the mapped client fields you need to this group, and then select the additional details menu on the top right of the group and choose to repeat fields.

I just put together a quick gif to demonstrate it real quick below:

 

Give that a shot and let us know if you need anything else!

 

Roy Clifton
Senior Client Trainer
Smokeball

 

Roy,

That’s how I had it setup, and I found that it was changing the Client 1 to Clients 2’s information, and not adding an additional client/prospect. It would mix the information together, if client 1 entered and address and the address was left blank for Client 2, it would use the Client 1 info with Client 2 name, phone, email, etc. I removed the mapping for the spouse/significant other, and it now keeps all of the Client 1 information, but we have to manually add Client 2 from scratch.

FYI, We run the Matter form while it’s still a Lead, but I found that even after we convert, it keeps Client 2’s information as the sole client.

Charles

Roy,

Thank you for looking into this. Our workflow goes like this: Website/Phone form filled out (General form, collects the Prospect name, phone, email, what practice area, and a brief description of their needs)>open Lead, change matter type to proper practice area>send appropriate intake form (collects more details about prospect, Spouse/Significant other, and additional details about their needs)>Schedule meeting with Prospect>if hired, convert to Matter.

If Person A fills out the website form, then the Intake Form is sent to them to complete. Their basic information is already pre-filled, so they complete the missing information. If they select that they are married or in a committed relationship, the conditional logic prompts them to complete the information for their Spouse/Significant Other. 

If the Spouse/Significant Other group is mapped to “Client” (name, address, DoB, etc.) then the submitted form will replace the existing Prospect information with the Spouse/Significant Other information and delete the original Prospect info.

If there was a mapping for “Client 2”, then I could map the Spouse/Significant Other info to that. In your Forms Automation, you have to specify Client 1, 2, 3, etc. when there are multiples.

I’m attaching a link to our website intake form for you to review, feel free to fill it out and I can send you the follow-up form from there.

https://matter-intake.com/create/70866207-2a9b-46c0-8e2b-3ee4079e4616

Feel free to reach out to me directly if you have any questions.

Charles@worleyelderlaw.com or 941-448-1302

Thank you,

Charles