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eimmigration: Create a Smoother Intake Process with Custom Forms

VanessaVargas2
Hosted by Vanessa Vargas
May 29, 2026
|
10:00 AM PT

A smooth intake process sets the tone for your entire case. eimmigration’s custom forms help you capture the right information upfront, reduce follow-ups, and improve accuracy.

In this one-hour training, we’ll cover how to:

  • Create custom intake forms
  • Build and manage custom fields in the admin portal
  • Send passwordless intake forms
  • Enter data using the alternate view
  • Improve the overall client intake experience

If you’re ready to eliminate inefficiencies and create a more streamlined intake workflow, don’t miss this session.

On Demand Webinars