The client intake + interview feature in Divorcepath Pro Tools provides a simple, customizable, and efficient solution for law firms to collect client information.
With an intuitive intake form and online intake interviews, the feature streamlines the client intake process, creating a seamless experience that helps ensure clients retain the firm.
1. Activate your Custom Intake Form
To get started with the client interview feature in Divorcepath Pro Tools, the first step is to activate your custom intake form. You can do this in the intake form settings in your "Team" settings, under the "Intake" tab.
This form will be used to collect basic contact information from potential clients, and follow-up automatically with them by e-mail. You'll also receive an e-mail with the client information.
The Intake settings page allows you to enable your intake form, customize almost everything about it: your organization name, logo, description, and intake form text. You'll also have the option to customize the color scheme with your brand colors, website, and email address.
2. Test your Intake Form
Before you start using your custom intake form to gather information from clients, it's important to test it out to make sure everything is working correctly. You can do this by submitting a test form and checking that everything appears and works the way you'd like it to.
Pro tip - check your inbox for an e-mail with the form information you've submitted. You'll want to add the sender (us, Divorcepath) to your "safe senders" list in your e-mail client in order to ensure all of your intake messages go straight to your inbox.
3. Enable intake interviews
Once you're happy with your custom intake form, you can enable intake interviews. This is a second step in the client intake process: after potential clients submit the intake form, they can start an online intake interview to provide information about themselves and the legal issue they need help with.
The great thing about the intake interview is it allows you to immediately engage with your client and learn more about them, creating a seamless experience that helps ensure they retain your firm.
The information the potential client provides through the interview will be automatically saved to their Divorcepath profile, where you can easily review it prior to an initial consultation or phone conversation.
4. Link to the Intake Form from your Website
To start using your custom intake form and online interviews, simply link to it from your website. Your intake form URL is displayed on your intake form settings page. You can set this link as the target for a button or text link on your website, and immediately begin accepting potential new client inquiries through your custom form.
By activating and customizing your intake form, testing it, enabling intake interviews, and linking to it from your website, you can begin using the client interview feature to streamline your client intake process. This feature helps ensure that potential clients have a positive experience from their very first interaction with your firm and allows you to collect essential information efficiently and accurately.