Build intake around your firm’s questions.
Add your own sections and questions, and show a question only when an earlier answer calls for it. Scribe fills in the answers during the call. When one accident brings in several clients, each gets their own case, and a case group keeps the shared facts in one place.
- One case group for every client from the same accident
- Leads convert to cases without re-entry
Screening questions
2 required answersWas the client wearing a seatbelt?*
Required before opening the case
Vehicle that hit the client*
Select an answerRequired before opening the case
Did the client go to the ER within 24 hours?
Has the client posted about the accident online?















