Leveraging Intake Forms Beyond the Intake Process

July 28, 2022 01:00 PM ET (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, 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 

 

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