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Conditional Logic & Smart Forms

Intake forms with if-statement branching that adapt to each client.

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Overview

Create intelligent intake forms that change based on client responses. If a client selects "auto accident," show vehicle and insurance fields. If they select "slip and fall," show location and property fields. Conditional logic eliminates irrelevant questions and creates a personalized intake experience for every client.

Key Features

  • If/then field branching
  • Show/hide conditional fields
  • Multi-path form flows
  • Answer-dependent sections
  • Skip logic
  • Dynamic field requirements
  • Nested conditions
  • Preview before publish

Benefits

  • Save hours on every smart forms case with structured intake
  • Eliminate incomplete submissions with required fields and validation
  • Mobile-optimized so clients can submit from anywhere
  • Branded with your firm name, logo, and colors
  • Instant email notifications when new intakes arrive
  • Secure file and photo uploads built into every form

Included With Every Plan

  • Conditional logic & branching
  • Custom branding (logo, colors, firm name)
  • File & photo upload fields
  • Instant email notifications
  • Submission dashboard & CSV export
  • Embeddable forms & QR code sharing
  • Mobile-optimized responsive design
  • HTTPS encryption & secure storage

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Find smart forms intake forms tailored for your state.

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