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Intake Forms

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            Intake Forms overview

            Intake Forms overview

            • Getting started with Intake
            • Getting started with LeadPro
            • Getting started with MatterFlow
            • Available Intake Forms
            Managing 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
            See 10 more

            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

            Troubleshooting and FAQs

            • Resolving mapping errors in custom Intake forms
            • Intake Forms Frequently Asked Questions
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