Getting started with Intake

Learn how to send professional intake forms to leads and clients using triConvey LeadPro and MatterFlow. 

Table of Contents

• LeadPro Overview
  

• MatterFlow Overview

LeadPro Overview

LeadPro is a feature that can automate client intake for your firm. It does this by providing a customisable form that is integrated into your website. This form allows potential clients to enquire about your services directly through your website. 

Benefits of using LeadPro 

• Provide a modern self-service enquiry experience for potential clients that can be accessed on your website at all times. 
  
  
• Choose from a collection of forms relevant to your practice area, or create one from scratch with our powerful form builder. 
  
  
• Eliminate the need for duplicating information by having form fields transfer directly to triConvey fields in real time. 
  
  
• View new leads and updates to lead intake forms in real-time on your dashboard. 
  
  
• It is Integrated with Lead Management reporting in triConvey.

Get started by generating a lead intake form for your website.

MatterFlow Overview

MatterFlow simplifies the process of collecting client data for your firm. It involves sending a form to your client that automatically populates all the relevant fields in the triConvey matter. 

Benefits of using MatterFlow 

• Reduces the need for constant back-and-forth communication and extensive document sharing with clients. 
  
  
• Eliminate double-entry of client information as matter fields are populated as the client fills in the form. 
  
  
• Choose from a collection of forms relevant to your practice area, or create one from scratch with our powerful form builder. 
  
  
• Updates to matter forms can be displayed live on your dashboard. 
  
  
• Forms can be sent securely to the client from Messages or via email.

Learn how to generate a Matter intake form to send to your client.