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Online Lead Forms with Dynamic Logic
Online Lead Forms with Dynamic Logic
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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 to marketing efforts. You can automate lead workflows and convert lead data into case information to save time on data entry and optimize the money you spend to market your practice.

Prospective clients can submit online lead forms at any time of day or night, so they don’t have to wait until the law firm is open to initiate the process of hiring your firm. ​Shareable links to your forms can be emailed to prospective clients, used in advertising, or embedded into your website.

Online Lead Forms are made Dynamic by applying conditional or branching logic to the forms.

Conditional questions (if/then statements) streamline forms. By only showing questions that apply to the client based on their answers to previous questions, you can significantly reduce the length of the forms. This minimizes user frustration and form abandonment and ensures that firms receive more complete and accurate lead information.

Including conditional questions also creates a more personalized and user-friendly client touch point, elevates the client onboarding experience by letting clients fill out the form on their own time, and helps the firm build trust with new clients.

Online Lead Form Definitions

  • Authorized Website Domain is a website authorized to host Dynamic online Lead forms, which is recommended for web security.
    Example: https://www.yourlawfirm.com.

  • Map to Field stores Online Lead data in the associated case or contact field.

  • Client-Friendly Label provides alternative phrasing for your clients to better understand the information required for a specific field. For example, your custom field may be SS#, while the User-Friendly Label might be listed as Social Security Number.

  • Contact Fields are pre-built form fields you can choose to include or delete (NOTE: Contact Name is always a required field and cannot be deleted).

  • Contact Custom Fields are added to personalize Online Lead forms with information about the contact, such as their birthday or spouse's name.

  • Case Custom Fields are fields added to gather case-specific information like driver's license number or date of arrest.

  • Unmapped Fields are not mapped to any fields in MyCase, but the data remains in the form. Unmapped Fields can also trigger conditional logic to hide or display future questions.

  • If/then Statements, also known as conditional statements, are statements with a hypothesis followed by a conclusion.

  • Conditional Logic (also known as branch logic) is a feature that allows forms to show or hide certain questions based on previous answers. This allows the form to change in real time as prospective clients fill it out.

    For example, if a user answers "yes" to a question about their current work status, you can show them a question about their work. On the other hand, if they answered "no," you can hide the work question and let them move on to the next question.

Creating a Basic Online Lead Form

  1. Go to Settings

  2. Select All Settings

  3. Select Intake Forms

  4. Select the Add button

  5. Select Online Lead Form

  6. Add an Authorized Website Domain for an added layer of security
    Be sure to enter the full URL, including https://www (you can skip this step if you do not want to add an authorized domain).

  7. Add Basic Form Information, including the Form Name

  8. Add an optional client-facing Form Introduction to provide prospective clients with more information, instructions, or context.

  9. Select the drop-down to select the field you want to map to.

  10. Add Contact Fields, Contact Custom Fields, Case Custom Fields or Unmapped Fields.

  11. Add a Client Friendly Label.

  12. Select Required for all required fields. Add Description to provide contextual help to clients. Add Conditional Logic.

  13. Add additional fields by hovering between two field, clicking the Add Field button, or clicking Add Field.

  14. Add headers to your form by selecting or hovering over the field and clicking the Add Header button.

  15. Modify the Theme.

  16. Move fields up or down by clicking and dragging the field to a new position.

  17. Preview the form by selecting the Preview Form button.

  18. Click the Save Changes once you are satisfied with your Online Lead form.

Building a Dynamic Online Lead Form with Conditional Logic

Conditional logic helps you create a better experience for your leads and clients, so only fields that apply to their cases appear on the form. For example, you may want to know if your lead is married. If yes, you want them to provide their spouse’s name.

  1. Add all Contact, Case and Unmapped fields to your intake form.
    Note: This is an important step for creating conditional logic because you can only refer to fields already added to the intake form. You can build conditional logic based on an existing form or create a new form.

  2. Click the conditional logic icon.
    Note: Conditional logic is always added through the IF field, which indicates that something happens and then something else occurs. In this example, IF the client answers “Yes” to Currently married? THEN the Spouse Name appears.


  3. Click on the dropdown to select your condition, for example, equals.

  4. Set up your conditional logic. For example, IF Currently married equals “Yes” THEN show field “Spouse Name” on the intake.

  5. Click Save.

  6. You will see that the field is now marked with conditional logic.

Preview of form with conditional logic

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 submitting an Online Lead form, a lead is 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, attaches the intake form to the potential case, 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.

FAQ

Q: Can I edit an existing intake form to add conditional logic?

A: Existing forms can be edited to add conditional logic. Click edit on your existing form and follow the steps for Building a Dynamic Online Lead Form with Conditional Logic.

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