How to use with Lawcus intake forms

Luis Santiago Updated by Luis Santiago

Lawcus is a platform for lawyers that streamlines Legal Practice Management, CRM, and Client Intake so you can focus on your clients.

Here's how to use Lawcus with for a seamless lead intake process.

Please note: Intake is not currently available with Essential plans.

Set up an external intake form using Lawcus

  1. Sign in to your Lawcus account
  2. Click on Automation > Intake Forms > + Add new form
  3. Name your form, add a contact information collection field, and a couple of custom intake questions (within our reasonable use policy).
  4. Once you’re done, click “View” to review it and then “Send” to get a link. 
Don’t associate the form with a Matter, since you’ll be using it for multiple clients.
  1. Send the link to with directions for how the receptionists should use it (for example, after qualifying a new lead).
  2. That's it! Your receptionists will be able to use your form typically within 1 business day.

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our virtual receptionist services or email us at We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

How to use with Dubsado

Integrations: CRM, Marketing Software, and Ticketing Programs