This intuitive and customizable client intake form, powered by involve.me, offers a seamless experience for both you and your potential clients. With our template, you can collect essential information, streamline communication, and enrich your database, all while maintaining your brand identity.
Why Choose Our Client Intake Form?
Tailored case description: Enable potential clients to provide detailed descriptions of their cases, ensuring you have all the information needed to assess their needs accurately.
File upload functionality: Simplify the process of collecting relevant documents by allowing clients to upload files directly through the form, reducing administrative burdens and expediting case evaluation.
Automated email confirmation: Provide instant reassurance to clients by automatically sending confirmation emails upon form submission, demonstrating your commitment to prompt and professional service.
Customizable design: Personalize the form's appearance with your firm's logo, colors, and branding elements, ensuring a professional user experience that reflects your unique identity.
Available Integrations: Connect our form to your CRM system to streamline your workflow, enrich your database with valuable client information, and optimize client management processes.
How to Get Started:
Tailor the form's questions, design, and logic to align with your specific practice areas and client requirements.
Easily integrate the form into your website to make it readily accessible to potential clients, enhancing convenience and accessibility.
Use multiple channels, including email and social media platforms, to share the form with your audience, expanding your reach and attracting new clients.
