Experience the magic of posting your internal intake forms to your website to solicit prospective clients, receive info from current clients, and help you work on the go! This 30 minute training will provide you with everything you need to know to get started with Web Intake Forms.
About Free Training Friday: Since the beginning of 2017, we have been holding these free, 30-minute training hosted by our industry-leading experts and innovators who will teach you about AbacusLaw, Amicus Attorney, the Abacus Private Cloud, and now, Results CRM and OfficeTools Software. If you would like to request a topic, please email firstname.lastname@example.org.
In addition to this video, here is a PDF with instructions for How to Create a Web Intake Form.
Check back soon for the video transcript.