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Intake Forms
Intake Forms
Intake Forms overview
Getting started with Intake
Getting started with LeadPro
Getting started with MatterFlow
Available Intake Forms
Managing Intake Forms
Set up Web Enquiries and Lead Intake
Collect matter information using Matter Intake
Create a custom Intake Form
Customise client messages in Intake Forms
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Intake Forms and AI
Generate Intake Forms with AI
Allow clients to upload documents and autofill your Intake Form
Pre-fill an Intake Form with AI
Troubleshooting and FAQs
Resolving mapping errors in custom Intake forms
Intake Forms Frequently Asked Questions
