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Intake Forms overview
Getting started with Intake
Getting started with LeadPro
Getting started with MatterFlow
Available Intake Forms
Managing Intake Forms
Using LeadPro for Lead Intake
Using MatterFlow for Matter Intake
Create a custom Intake Form
Customise client messages in Intake Forms
See 9 more
Intake Forms and AI
Generate Intake Forms with AI
Allow clients to upload documents and autofill your Intake Form
Send an Intake Form to your client with pre-populated data
Troubleshooting and FAQs
Resolving mapping errors in custom Intake forms
Intake Forms Frequently Asked Questions
