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Managing 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
  • Regenerate the code or delete the link for a Lead Intake form
  • Print an Intake Form
  • Fill an Intake Form on behalf of a client
  • Add Google Analytics tracking to your Lead Intake Form
  • Allow clients to book an appointment from your custom Intake Form
  • Collect information from multiple parties through your custom Intake Form
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