Quick Use Forms

Accessing your intake forms is now easier than ever with our new Quick Use Forms.

Quick Use Forms will let you open any of your Lawmatics custom forms from the orange plus sign quick add menu found in the top right.

This feature is very easy to enable. Start by going to your firm settings page, click on the gear icon in the top right corner and then select Firm Settings from the options on the left. You will see an option for Quick Use Forms at the bottom of the top section on this page.

Click the settings gear for this section to edit it. You can then select as many of your forms as you would like to be added to the quick add menu. Once you have made your selections, click save.

Now, hover over the orange plus sign in the very top right corner and you will see the forms that you’ve selected visible in that menu. Click on the form to open it in a new tab.