How to Use the Intake/Case Forms in the CRM Follow
The CRM's intake/case forms feature allows your firm to keep all intake information in one centralized, convenient location. These forms can also be sent to your leads and clients via an online link for them to complete.
Under the Form section of a lead's record is where you will find the intake form that was configured for the case type that the record is currently in. For example, if a record is in the “Auto Accident” case type, the form that was configured for that specific 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 Form section you will find a few buttons:
- Form Settings - Use this button as a shortcut to open the Intake/Case Form Builder screen which will allow you to view and modify the form that is configured.
- Print Form - Use this button to print the intake form. You'll have the option to print the form with any existing data that was filled out or print a blank form that only contains the questions. You also have the option to print the form now or add it to the Print Queue to 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 your 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 CRM 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 the CRM to send out the intake form link to the lead/client. The link that appears when you click 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.
This part of the article only applies to Law Ruler instances of the CRM.
The Form section will also be used to view the case form 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 as well. The Form section of a case record contains the same functionality as the Form section of a lead record, but the form fields that appear might be different based on the configuration settings.
💡 To learn more about setting up and customizing Intake/Case Forms in the CRM portal, please click here.
If you need further assistance with your CRM system, please reach out to the support team.
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