Intake forms developed for nationally recognized law firms, employing top rated online forms software. (representative firm Questionnaires tab at https://elder-law.com/)
Comprehensive form features (not found in law practice management systems):
Save & Resume – Allow users to pick up right where they left off by saving their progress on partially completed form responses.
Calculations – Let your forms do the math for you—build powerful calculations that can total costs, compare dates and so much more. Dynamically calculate for example client asset totals.
Conditional Logic – Control what fields your users see and when they see them with our easy-to-use conditional logic builder. For example, Marital Status single vs married can determine which sets of form fields appear, which precludes the need for separate forms.
Integrations – payment processing , Zapier connections and MS Power Automate
Workflow – use for document routing to client and relevent staff.
Share – share hyperlinks provide the means for view only or view/edit access. For example, use a link to the clients Emergency form to share emergency contacts, medical info and advanced healthcare directives.
Lookup Field – Think of it as a choice field with superpowers! Use it to populate drop-downs, perform calculations or display text from another form’s entries.
Document Merging – Create PDF and Word docs from your entry data, completely customized the way you want.
Repeating Sections & Tables – Collect as much or as little data as your customers can give, without any extra work or adding a lot of clutter.
Data Encryption – Keep your form data safe and sound when you enable entry data encryption and protect fields that contain sensitive information.
Electronic Signatures – Go paperless and collect signatures on every form and on any device.
Entry Sharing – Give your users the ability to update their entries even after they’ve already been submitted.
File Uploads – Capturing multiple files at once, setting file size and type limits—it all comes free with every single Cognito Forms account.
Multi-Page Forms – Get more responses to your complex surveys and long forms with page breaks, progress bars and conditional pages.
Payment – Accept secure credit card payments with PayPal, Stripe or Square. Create payment forms, order forms or collect donations.
Analytics & Tracking – Connect your Google Analytics account to gain user insights, optimize multi-page forms, and improve PPC campaign performance.
Import Form Entries – Use Excel to add entries to your forms. Save time when populating Lookup field data and moving forms between accounts.
Analytics & Tracking
Card on File
Countries, Languages & Currencies
Import Form Entries
Unlimited Forms & Fields