Using LeadPro for Lead Intake

1. Select the gear icon from the top-right corner of the triConvey Desktop App.

2. Select Intake Forms.
3. Select the Practice Areas tab and confirm that your state and practice areas of law are displayed. Click on Edit to make changes.
4. Under the Web Enquiry tab, select New Link.
5. The New Link window will open. Choose the form you wish to share from the Form drop-down menu.

Tip: Your firm's custom lead forms will appear first, followed by forms created by us (listed under triConvey Forms).

6. Under the Staff drop-down menu, select or type in the names of staff members who will receive a notification when someone has submitted a form.
7. (Optional) If you have a Google Analytics measurement ID/tag ID, enter it in the Google Analytics measurement ID field to track the form.
8. You can choose to get a link to the form, generate a code for an embedded form or add a 'Contact Us' button on your website.

Embedded

Your website designer can change how this button looks

9. Select Copy Code next to the option you prefer.
10. Paste the code into a Notepad file and send this to your website designer.

Tip: Adding the intake form code to your website is outside the scope of triConvey Support. Please reach out to whoever manages your website's theme to implement this on your website.

Once this is on your website, prospective leads simply need to fill out the form, and you will receive these responses in triConvey.

1. Select the gear icon from the bottom-left corner and select Firm Settings.
2. Select Intake Forms.
3. Select the Practice Areas tab and confirm that your state and practice areas of law are displayed. Click on Edit to make changes.
4. Under the Web Enquiry tab, select New Link.
5. The New Link window will open. Choose the form you wish to share from the Form drop-down menu.

Tip: Your firm's custom lead forms will appear first, followed by forms created by us (listed under triConvey Forms).

6. Under the Staff drop-down menu, select or type in the names of staff members who will receive a notification when someone has submitted a form.
7. (Optional) If you have a Google Analytics measurement ID/tag ID, enter it in the Google Analytics measurement ID field to track the form.
8. You can choose to get a link to the form, generate a code for an embedded form or add a 'Contact Us' button on your website.

Embedded

Your website designer can change how this button looks

9. Select Copy Code next to the option you prefer.
10. Paste the code into a Notepad file and send this to your website designer.

Tip: Adding the intake form code to your website is outside the scope of triConvey Support. Please reach out to whoever manages your website's theme to implement this on your website.

Once this is on your website, prospective leads simply need to fill out the form, and you will receive these responses in triConvey.

Copy a link or QR code to your Lead Intake Form

If you wish to include a link to your form in your email signature or social media post, select the three dots icon and click on Copy "Link" to copy the URL of the form to your clipboard.

You can also copy the QR code of the form by selecting Show QR Code and clicking on Copy.

Create a custom Lead Intake Form

You can easily create a lead intake form with the fields of your choice.  Refer to the Create a custom Intake Form article for more information on how to set this up.

View submitted forms

triConvey Desktop App triConvey Companion Site Web App

Once a form is submitted, the designated staff members chosen when setting up the form will receive a new Notification message.
To add or remove staff members who get these notifications:

1. Select the gear icon from the top-right corner of the triConvey Desktop App.

2. Select Intake Forms.

3. Select the three vertical dots icon next to the form name and click Change Settings.

4. Under the Staff drop-down menu, select or deselect staff members.
5. Select Update.

When you click on the Lead file in triConvey, the lead contact card is automatically created and populated with the lead's contact information. A copy of the lead intake form can be found in the Intake folder within the matter files.

Once a form is submitted, the designated staff members chosen when setting up the form will receive a new message via Messages.
To add or remove staff members who get these messages:

1. Open Firm Settings and then select Intake Forms.

2. Select the three vertical dots icon next to the form name and click Change Settings.

3. Under the Staff drop-down menu, select or deselect staff members.
4. Select Update.

When you click on the Lead file, the lead contact card is automatically created and populated with the lead's contact information. A copy of the lead intake form can be found in the Intake folder within the matter files.

Send a follow-up form

You can request more information from the lead before you decide to take them on as a client. 

Tip:  Not all matter types contain follow-up forms.

1.    To send a follow-up to the web enquiry open the lead file and select the Intake tab from either:

• the triConvey Desktop App; or
  
• the triConvey Companion Site Web App.

2. Select Share Form.

Tip:  The Lead's contact details are automatically populated.

3.    Select the type of form you wish to send from the Forms drop-down menu (if applicable).

4. Select the Client Portal toggle if you wish to send the form via Messages or the Email toggle if you wish to send the form as an email.

5. Select the Custom Field icon to insert specific fields from your matter into the message. 

Tip:  This message can be customised for all matters in Firm Settings > Intake > Client Messages.

6.    Once you are ready to send this form to the lead, select Share to share as a Client Portal message or Open Email if sending the form via email.