Professional Intake — On Your Website, In Your Brand
A multi-step web form guides prospective clients through submitting their information. Contact details, case summary, chronological timeline, evidence uploads, and witness information — all structured and validated before it reaches your team.
No more phone-tag. No more incomplete emails. Every submission arrives in the same structured format.
Why It Matters
- No more phone-tag to gather basic information
- No more incomplete emails with missing details
- Clients submit on their schedule — nights, weekends, holidays
- Every submission arrives in the same structured format
Step-by-Step Walkthrough
Step 1: Your Information
Clients start with their contact details — name, phone, email, and address. Required fields are validated before they can proceed.
Step 2: Your Situation
A free-text area for the client to describe their legal matter and desired outcome in their own words.
Step 3: Timeline of Events
Clients add events chronologically — date, whether it’s approximate, and a description. The repeating field lets them add as many events as needed.
Step 4: Evidence & Witnesses
File uploads for documents and photos, plus a repeating witness section for names, contact info, and statements.
Step 5: Review & Submit
A summary page lets clients review everything before submitting. One click and it’s in your system.
Key Details
- Your domain — hosted on your website, not a vendor portal
- Mobile-responsive — works on phones and tablets
- Multi-step layout — reduces form abandonment by breaking the process into focused pages
- File uploads — clients attach documents directly
- Custom fields — configurable for your practice areas