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