Introduction to forms

A form within InTouch can be used to collect information from:

• Your team
• Your stakeholders
• Any other external party

The information collected can be automatically saved back to your matter and recalled in any of your email, document or SMS templates.

Online forms also allow you to:

• Generate bespoke quotes based on individual matter conditions
• Collect electronic signatures
• Automatically email stakeholders on completion of the form

Tip

InTouch forms can also be embedded onto your website for lead collection and quote generation!

Some examples of when an online form might be used, is for:

• Quoting
• Instruction
• Risk Assessments
• Completion / Post Completion Checklists
• Collecting Feedback

Tip

Create a fully automated, online onboarding process by linking multiple forms together!

Within InTouch, you have access to two different form builders:

1. Forms

Tip

This is our recommend Form Builder containing a variety of enhanced features, functionality and user friendly design.

2. Legacy Forms