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Create a Smoother Intake Process with Custom Forms

VanessaVargas2
Hosted by Vanessa Vargas
May 30, 2025
|
10:00 AM PT

A smooth intake process sets the tone for your entire case. eimmigration’s custom forms can streamline client intakes, improve client experience, and enhance case files by getting all the info you need upfront. 

This one-hour webinar will cover the ins and outs of custom forms and questionnaires, including how to:

  • Create custom Intake Forms 
  • Build custom fields in the admin portal
  • Add custom fields to forms 
  • Send passwordless intake forms 
  • Enter data via the alternate view

If you’re ready to get the most out of your client intake tools, sign up for this one-hour training session.

On Demand Webinars