Your asking “how can I get a client or prospect to provide me with information that can go directly to my database?” Maybe you want an intake form, survey or more detailed information for a matter. Well, here you go.
- Create a Google Form – yes, it’s free and you can use the same form over and over
- Send the form via email – use this with prospects, clients or any collaborators
- The recipient clicks on a link and completes the form online
- When they submit the form, you get notified by email
- You download a spreadsheet and import it into Time Matters using a predefined template
- The import creates or updates any record type: contacts, matters, events, todos and so on.
Watch the video. You know you want it.