
CA Jabbar Law Firm Bankruptcy Intake Form 2011-2025 free printable template
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Okay welcome back to the lexicon of getting started video series in this video we're going to be going through the form builder and showing you how to build your own online intake forms in Mexican which you can send out to your clients to have them fill out or fill out internally in order to update data in your database so let's go here to the forms page, and then you'll want to click on the form builder tab up here at the top and this is kind of an isolated little area of like sonata that's specifically used just to build these intake form templates and manage them, so you'll see you by default you have one general intake form which we give you this is kind of just to give you an idea of how the forms work and how you can create and edit them for the purposes of this video we're gonna start from scratch and create a brand-new form so just go ahead and click the create new form button in the top, and it's going to open up the form editor interface here and so basically on the left side you're going to see a list of field options, so these are all the different types of fields you can add to your form these are the kind of the inputs that the person filling out the form will use to provide the information then on the right side you'll see the actual current form that you have created at the top you have a title and some instructions let's just put in bankruptcy intake form you can put instructions you know please fill this out get it back to us before your consultation, or you know whatever you want to include the client will be able to just read these instructions at the very top of the form when they're filling it out I'll just go and leave it blank in the interest of saving time, and then we're going to start adding fields to our form so that we can get all the information we need regarding this bankruptcy so the first field you're probably always going to want to add to a form is going to be this contact information block so with one click it'll add this entire block to the form as you can see here it has by default their first and last name email the company street address city state zip and all their phone numbers the nice thing about this block of fields is that it connects automatically to the primary contact of the matter so when you send this form out or sorry not to the primary contact it connects automatically to the contact who you the form to within the matter so if you send it to the primary contact it will update that contact when they update these fields you send it to a different contact it'll update the other contact but basically the fields are connected to the contact that receives and fills out the form, so they have the ability to update their own contact information in the system again reducing or eliminating data entry on behalf of the law firm so nice feature there and just keep that in mind at this time you can only add one contact Influx you'll see it's kind of checked off there you cannot add another block of contact...
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