Leveraging Intake Forms Beyond the Intake Process

September 16, 2021 01:00 PM EST (1hr)

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, a Zola Suite Client Success Advisor 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

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