Smokeball Client Intake

bySmokeball

Smokeball Client Intake is a solution designed to streamline the client intake process for law firms. It offers customizable online forms that can be embedded directly into a firm's website, allowing potential clients to submit inquiries and information seamlessly. The system supports both lead and matter intake forms tailored to various practice areas, ensuring relevant data collection. Integration with Smokeball's practice management software enables automatic population of client data into matters, reducing manual data entry and errors. Real-time tracking of form submissions and client interactions is also supported.

Features

  • Customizable online intake forms for lead and matter collection
  • Embeddable forms and 'Contact Us' buttons for website integration
  • Automatic population of client data into matters
  • Real-time tracking of form submissions and client interactions
  • Secure client portal for form submission and communication
  • Integration with Smokeball's practice management software
  • Support for multiple practice areas with tailored forms
  • Options for sending forms via email or secure client portal
  • Ability to create custom intake forms using a form builder
  • Notifications to staff upon form submission

Product Details

Pricing
Freemium
Deployment
Cloud
Location
🇺🇸 Chicago, United States

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