How do I create and manage my organization's Matter Intake Forms?

Please Note: This feature was recently released and is expected to receive updates as we continue to refine it. We appreciate your patience as we finalize this functionality. If you have questions or feedback, please contact our 24/7 Support Team at support@persuit.com.

Every in-house organization’s matter intake process is different. PERSUIT's Matter Intake lets you control how information is captured. Build custom forms tailored to match your organization's requirements ensuring that every matter includes the data/datapoints you need.

In this article, you’ll learn how to: 

• Navigate to Matter Intake Forms
• Create New Matter Intake Forms
  • Form Name and Description
  • Adding and Managing Sections
  • Adding and Managing Fields
• Edit Existing Matter Intake Forms
• View Published Forms in Matter Intake

Navigating to Matter Intake Forms

Go to Settings in the main menu to the left of any page. 

Note: Settings and Custom Forms - Matter Intake Form are only manageable by users with Group Manager Access. If you do not have Group Manager access but would like to, please reach out to a fellow Group Manager for your organization to request access. 

Select Custom Fields & Forms in the Settings page.

In Step 2 - Add Fields To Forms, you'll find the Matter Intake Form(s).

If you have any existing forms whether published or draft, you’ll view them listed here.

Creating New Matter Intake Forms

Create as many customized matter intake forms as your organization needs. Each form can have its own layout with customizable sections, fields, and field order allowing you to tailor the intake experience for different matter types and their specific requirements.

Start by clicking on + Create Form. 

You’ll be taken to the Matter Intake Create Form page. 

Form Name and Description

Fill out the Form Name.

Optionally, add a description to inform your colleagues about this form’s purpose.

After the title and description have been sorted, you’ll see the main body of the form editor.

Managing the Matter Intake Form’s Sections

Every Matter Intake form is structured with sections. There can be more than one section in each form. 

To add a new section, click the Section button in Add Section to the left of the page. It will appear last in the form.

You can also drag and drop a new section directly into your desired location within the form. 

You can edit the name and description of any section by clicking the Pencil icon to the right. 

Each section allows you to organize its own collection of fields.

To delete a certain section within a form, click the Delete Section button. Once deleted, the section will not be recoverable.  

Adding and Managing the Fields

There are three different types of fields available in Matter Intake Forms:

1. PERSUIT Required Fields - PERSUIT created fields and all of these fields must be included somewhere within the form
2. PERSUIT Optional Fields - PERSUIT created fields that are commonly used and can be added optionally within the form
3. Custom Fields - Fields created by your group that can be added optionally within the form. 

Each field will be labeled with a tag to the right to inform you which type of field it is.

PERSUIT Required fields are required to be in every form that you create. They will appear in the form by default but you can move them around to different sections, if needed.

To the left of the page, you’ll see the Add Field section. This section will hold your group’s available custom fields and the PERSUIT Optional fields. If there are fields within this section, this means they are not yet included within the form itself. 

To add a field from this section to the form, you can drag and drop the desired field into the form builder to the right of the editing page directly into the desired section. Each field can appear only once in the form; duplicate fields across sections are not permitted.

You can also click on the desired field and it will appear within the current section of the form as the last field.

To learn more about creating and managing Custom Fields, please view this article here.

Previewing the Matter Intake Form

You can use the Preview button at any time to test the flow and functionality of the form you’re creating before publishing.

Once you've finished organizing and finalizing your form, click Publish to make it available to your group's users in Matter Intake.

Editing Existing Matter Intake Forms

You can edit any Matter Intake form previously published. To do so, click on the Edit button. 

You’ll be taken back to the Matter Intake form editor. You can edit any section.

You can also enable or disable the PERSUIT Default Matter Intake form at any time. To configure this for your group, ‘Allow your team to use the PERSUIT default form’ toggle at the top of the Matter Intake Forms section.

Viewing Published Matter Intake Forms in Matter Intake

Any Matter Intake Forms you publish for your group will be available through the Matter Intake feature when creating a new matter.

These published forms will appear in Matter Intake’s Step 1: Select Form. If you haven't published custom Matter Intake forms yet, PERSUIT's Default Matter Intake form will be used.

If you have any additional questions, please reach out to our 24/7 Support Team at support@persuit.com.