Are people integrating the Lead forms into their practice? How?
I am considering creating an internal page for my staff to use for intake purposes and to fill the forms.
Solved
Using LeadPro forms
- Contributor
- 3 replies
Best answer by AmandaLittle
You could probably use the Lead Intake to do that and just circulate the lint o all staff. That way they can go straight to it, complete it and then it will create the lead automatically. We are converting all of our leads into matters immediately to get access to the full matter intake from the outset, so our staff can take more particulars.
- Smokeball Team
- 10 replies
Amazing idea @sgoldste0279! Creating a form to be used internally could help ensure that certain information is captured for each prospect or client.
- CEO of the Family Law Education Network of Australia
- 1 reply
- Answer
You could probably use the Lead Intake to do that and just circulate the lint o all staff. That way they can go straight to it, complete it and then it will create the lead automatically. We are converting all of our leads into matters immediately to get access to the full matter intake from the outset, so our staff can take more particulars.
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