You can build and store unlimited form templates in the Lexicata form builder. We recommend creating custom forms for each different type of matter you intake. On that form, you can collect contact information from your potential client, as well as substantive information regarding the legal matter.
How to Create a New Form
- Click Forms > Form Builder from the left sidebar to launch the form builder
- From inside the form builder, click the button at the top right corner that says "Create New Form"
- This will open up the actual form editor and create a new, blank form
- From here, you will add the fields and save the form
How to Use the Form Builder
There is a text box with a text editor where can add custom instructions at the top of each form. You should use the instructions to explain to your client what the form is for and why you'd like your client to fill it out.
You can add 1 contact information section to every form you create. The contact fields on the form will integrate with the contact page. This means that every time the form is filled out, the person who fills it out will automatically update their own contact information in Lexicata, reducing the amount of data entry required during intake.
You can add as many different fields as you would like to the form. Here are the different field types and a brief explanation of how they work:
Single Line Text
Single line text fields are best for short answers that don't require much detail, such as a business name.
Paragraph text fields are good for longer answers that require more detailed responses, such as a description of events.
Multiple choice fields allow you to ask questions that have a specific number of answer options for the person to choose from. You can add as many answer options as you'd like, but only a single answer can be chosen when filling out the form.
Checkbox fields are similar to multiple choice, except that multiple answers can be selected from the options, i.e. for "select all of the following that apply" type of questions.
Dropdown fields work the same way as multiple choice questions, but they are better when there are many possible answer choices, such as when selecting one of the 50 states in the US.
Section breaks are used to separate sections of the form, or break up groups of related questions. Each section has a title and the option to have it's own instructions.
File attachments allow you to request additional files from your contacts which can be attached directly to the form and submitted simultaneously.
Date fields have a date/time picker to make it easier to input a date or time. This field is great for recent or upcoming dates, but not as effective for dates long in the past, such as a birthday. For those instances, it's better to use a single line text field.
Yes or No
Yes or no questions are just a modified version of a multiple choice question, but where the only possible answers are either "Yes" or "No."
Follow Up Questions
We also allow the ability to add follow up questions that only appear after a particular answer is chosen. You can add unlimited follow up questions to any answer choice for a multiple choice or yes or no question.
Follow up questions can be either single line text, paragraph text, or file attachment field types. They are a great way to avoid asking unnecessary questions and to make your forms shorter and more client-friendly.
Best Practices for the Form Builder
- We recommend that you "Save" often. Once you save to continue to make additional edicts click "Edit Form" in the top right corner of the preview.
- Duplicating. If your making variations of form(s) the "Duplicate" feature comes in handy. *Tip: If your creating a intake forms for Estate Planning. You have two forms, one for married, and one for single that ask the same questions, besides married has provisions for a spouse. In this case we'd recommend you complete the married form first, duplicate the form, then go in and delete any fields that refer to the additional party, and your left with your Estate Planning - Single form.
- Create and Accept and Agree by using a "Single Option/Required" Multiple Choice, if applicable.
- If your creating a second person for the form and it's a husband or wife as the secondary contact. We suggest you use "Spouse" and break each spouses individual sections using "Section Breaks"
- If you have questions that are unique to your particular form, get in touch with us! We're happy to try and help advise. (Also note: we will be making some big changes to the form builder soon, so stay tuned!)