Part 5: How to Collect Client Data with Online Intake Forms

Get a deep dive into how to create online intake forms in Lexicata, as well as in-depth training into how to send forms & automatically collect submitted data for potential new clients through linked custom contact & matter fields.

What you'll learn:

• how to create custom contact & matter fields;
• where to view pending & submitted forms;
• how to create & edit intake forms in the Form Builder;
• how to link form questions to custom fields in Lexicata;
• how to prepare, send and fill out intake forms; and
• where to view collected data from forms once they are submitted.

Features Discussed:

   > Contact Custom Fields       > Matter Custom Fields
   > Form Index Page	         > Form Builder
   > Question Fields             > Question Settings            	
   > Preparing Forms             > Sending Forms
   > Completing Forms            > Reviewing Forms

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