Zola Suite’s Intake Forms allow firms to easily collect information during the intake process, but their utility doesn’t end there. During this webinar, Zola Suite’s Director of Training will share a comprehensive overview of how Zola’s intake form functionality can be used throughout the lifecycle of a matter.
During this session, we will explore:
- The creation of documents using intake form data
- How these forms can be repurposed for other stages of a matter
- Ways in which these forms can be leveraged to help users create powerful Matterscapes