Your askingĀ “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.

 

Google Forms into Time Matters – WHAAAT?!

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