How to Use Law Ruler's Intake Form/Case Form Follow
Law Ruler's Intake/Case forms allow your firm to keep all intake information in one centralized, convenient location.
Under this tab is where you will find the intake form that was configured for the case type that the record is in. For example, if the record is in the “Motor Vehicle Accident” case type, then the form that was set up for that case type will show up here. If you do not see a form appear, double-check the case type to make sure that there is a form set up for it.
In the upper-right corner of the Intake Form tab you will see some buttons:
- Form Settings- Use this button to open up the Intake/Case Form Builder screen to view and/or modify the form that is set up.
- Print Form - Use this button to print the intake/case form. You will be able to either print the form with any existing data or print a blank form with only the questions. You will also have the option to print the form now or add it to the Print Queueto print at a later time.
- Display Form Link- Use this button to view and access the online form link for this specific record. This link will show you what the lead/client will see if you choose to send them the form to fill out online. The link can also be shared with staff members at the firm that are not Law Ruler users but would like to quickly access the intake/case form for a lead/client.
- Send Form- Use this button to compose an email from inside of Law Ruler to send out the form link for this record. The form link that appears when you click on the Display Form Link button will be included in the templated email. Feel free to modify the language of the email subject and body as needed but be careful not to edit the link.
The Intake Form tab will become the Case Form tab after a lead record is converted to a case. If the fields in the intake form were configured to also display on the case form, then you will see those fields in this screen. The Case Form tab contains the same functionality as the Intake Form tab, but the form fields might be different based on the configuration settings.
To learn more about setting up and customizing Intake/Case Forms in the portal, please click here.