What is it?
A smart way to create client intake forms in seconds, saving you time and hassle. Smokeball AI will convert existing PDF or documents into a user-friendly digital form. You can also generate new area of law specific forms from scratch in just a few clicks!
Why does it matter?
With more cases than ever, paperwork can slow you down. Smokeball AI whips up custom forms fast, letting you focus on what matters: your clients.
How does it work?
- Head to the intake section in Smokeball
- Choose to upload or create a new form
- Let AI do its thing
- Review and share with clients via email, our secure client portal, messages or embedded on your site
- Details your clients share are linked back to your records in Smokeball
That's it!
Who gets it?
All Smokeball clients can harness the power of AI-boosted intake.
Want to know more?
Dive deeper into Intake boosted by Smokeball AI in our support hub. Or simply drop a reply below with any questions or feedback. We're here to help you run your best firm!