The Quick Form feature allows users to create a contact and matter and prepare a form simultaneously. This greatly reduces the time between intaking the lead and being able to send or fill out a form for a contact. The only information that is required to begin the Quick Form process is the:
- Form template to be used
- First and last name of the contact
- The Matter Type
- Matter Status
- And email address (only when sending)
The form can then be immediately filled out (by the firm or a client) or sent to the contact. If the user selects to fill out the form themselves then the form will open in a new tab. This method is very useful for when you have the lead on the phone and you would like to collect information from them that goes beyond what the quick intake can capture. When the form is submitted the matter and contact’s page will update with the newly-entered information.
The alternative is to send the form directly to the contact and have them fill out the form. The matter and contact will be created as soon as the form is sent via the email. When the contact submits the form, you will be notified via email and the relevant information will update in their matter and contact pages.
When to use Quick Form
The Quick Form feature is useful for when you are trying to accomplish either of these tasks:
- Input information for a lead quickly, specifically when the info being collected is beyond the scope of the Quick Intake
- Sending a form to a new contact as soon as possible
If your intake process includes taking down a lot of information from the lead upfront, then this feature will be very useful. For example, if during the quick intake process you find yourself needing to collect additional information, such as the contact’s address, then you can use the quick form feature instead, as the full intake forms being used to collect the information are completely customizable via the form builder page.
Find out more out customizing your intake forms in our Feature Guide for the Form Builder.