Online Lead Forms
J
Written by Jodi Hinkle
Updated over a week ago

Overview

Online Lead forms give you multiple ways to capture leads and track Lead sources to better align revenue with channel, practice area, attorney, and more.

Sharable links to your forms can be emailed to prospective clients, used in advertising, or embedded into your website.

Having specific forms for different practice areas allows you to collect the exact information you need from prospective clients, only asking questions relevant to their specific matter type.

You can also use specific Online Lead forms for different marketing channel, to track where your leads are coming from, and which ones are bringing in the firm's highest-quality leads.

The information submitted automatically creates a Lead in a MyCase account.


Where to Find Online Lead Forms

To access online Lead forms, navigate to Intake Forms from Settings.

  1. Select Settings

  2. Select All Settings

  3. Select Intake Forms

  1. Select Online Lead Forms

  2. To get started, you’ll find a generic Contact Us Online Lead Form in the Online Leads forms list

  3. To edit this form or any other form, click on the pencil next to the name of the Online Lead form

You can add, delete, or change field types, the same as you can for Client Intake forms. (PRO TIP: Don’t forget to save your changes!)

Creating an Online Lead Form

To create an Online Lead Form

  1. Select the Add button

  2. Select Online Lead Form

To restrict your form to a specific website or websites (an added layer of security), simply check the Require Authorized Domain box and enter the website domain where you’ll be using it (https://www.mycase.com, for example)


Be sure to enter the full URL including https://www (If you do not want to add an authorized domain, you can skip this step).

  1. Give your form a name

  2. Add an optional client-facing introduction

  3. Create your form by adding or deleting Form Fields

You can create as many Online Lead forms as you’d like: perhaps one for each of your practice areas or one for each of your marketing channels to help track ROI.

Using Online Lead Forms

Once your form has been created, choose how you want to share it:

  1. Select the link icon to generate a link to the form or

  2. Get HTML code that can be embedded into your website

Approving Submitted Leads

After an Online Lead form has been submitted, a lead will be recorded in the Online Leads sub-tab within Leads.

  • Firm users can approve or delete leads.

  • Approving a lead officially creates the lead details page and potential case, attaches the intake form, and puts the lead into the first column on the lead status board.

  • Once the lead is approved, you can access the Lead details page and find it via search.

Did this answer your question?