Building a Dynamic Intake Form with Conditional Logic with Video
Adding a Upload Documents Field
Adding a Upload Documents Field to Dynamic Intake Forms
Seeing Uploaded Documents
Sharing Intake Forms

Overview

Client Intake Forms are questionnaires that gather information from new clients to start their cases. By creating intake forms, your clients can fill out information when convenient, and you won’t have to spend your valuable time gathering information. Once a Client Intake Form is created, you can share it with multiple clients by email. Once the form is completed, it is uploaded to the client's Case Details page for review.

Client Intake 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 intake 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.

Intake Form Definitions

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 Intake 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 Intake Form

Go to Settings and select All Settings
Select Intake Forms
Select the Add button
Select Client Intake Forms
Add Basic Form Information, including the Form Name
Add an optional client-facing Form Introduction to provide prospective clients with more information, instructions, or context.
Select the drop-down to select the field you want to map to.
Add Contact Fields, Contact Custom Fields, Case Custom Fields or Unmapped Fields.
Add a Client Friendly Label.
Select Required for all required fields. Add Description to provide contextual help to clients. Add Conditional Logic.
Add additional fields by hovering between two field, clicking the Add Field button, or clicking Add Field.
Add headers to your form by selecting or hovering over the field and clicking the Add Header button.
Modify the Theme.
Move fields up or down by clicking and dragging the field to a new position.
Preview the form by selecting the Preview Form button.
Click the Save Changes once satisfied with your Client Intake form.

Building a Dynamic Intake 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.

The "Spouse's name" field on the intake form will either appear or be hidden based on the client's response to "Are you married?" Therefore, the "Are you married?" field requires conditional logic, making the "Spouse name" field dynamic.

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.
Click the conditional logic icon.
Click on the dropdown to select your condition, for example, equals.
Set up your conditional logic. For example, IF Currently married equals “Yes” THEN show field “Spouse Name” on the intake.
Click Save.
You will see that the field is now marked with conditional logic.

Preview of form with conditional logic

Adding a Upload Documents Field to Static Intake Forms

Clients and prospects can upload documents such as incident reports, insurance policies, IDs, and pictures to their intake form(s).

To add a client upload field to a form:

Click Add Field.
Select the File Upload field.
If the document is required, check Required.
Preview Form.
Save Changes.

Note: Clients can upload the following file types: .png, .jpg, .jpeg, .pdf, .docx, .doc, .csv

Maximum File size: 100MB

Adding a Upload Documents Field to Dynamic Intake Forms

Adding documents with conditional logic creates a better experience for your clients, so only fields that apply to their cases appear on their intake forms. For example, you may want to know if your lead is married. If yes, you want them to upload their marriage license.

To add a client upload field to a form with conditional logic:

Select or add a field with conditional logic (see the Building a Dynamic Intake Form with Conditional Logic section for more information.)
Below the field you want to add Conditional Logic to, select File Upload field.
If the document is required, check Required.
Add Conditional Logic.
Click Save.
Preview Form.
Save Changes.

Note: Clients can upload the following file types: .png, .jpg, .jpeg, .pdf, .docx, .doc, .csv

Maximum File size: 100MB

What will my client see?

Clients will see an easy-to-fill-out form with the ability to upload documents.

How do I see uploaded documents?

To see documents uploaded on intake forms:

Go to the Leads Dashboard.
Select the client you sent the intake form to.
Select the Documents sub-tab.
View documents.

Sharing Intake Forms

Go to the Client Intake Forms tab.
Select the email icon next to the form.
Select a contact or lead.
Add an Email address.
Modify the Subject and Message if needed.
Click Send.

How do Clients Fill Out a Client Intake form?

Clients receive an email notification from your firm.
They are prompted to fill out the form by clicking the View Intake Form button.
They fill out the form and click the Submit form button.

Viewing Completed Intake Forms

Once the form is submitted, it is automatically added to the Case Details page in MyCase. Submitted data for mapped fields are automatically updated to the corresponding contact and case fields.
Click the Intake Forms sub-tab
Click the Intake Form hyperlink to review the form.
Download a PDF or
Add an Intake Form to the case

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 Intake Form with Conditional Logic.