Easy Client Intake: Build it with Google Forms and Zapier

Columbus GH

Forms can be used for a variety of law practice needs, including client intake, initial contact, project and matter-related document generation, and more. In this workshop, participants will learn how to structure and use Google Forms to build and customize their own forms. You’ll learn how to embed the forms on webpages, share them with links and in template emails, and trigger actions after form completion, including saving the content and sending documents for e-signature.

Saturday Workshops