Using Intake Questionnaires in Glade

When a client books a consultation through Glade, a consultation workflow is automatically triggered. As part of this workflow, the client will be prompted to complete an intake questionnaire before their scheduled meeting. This ensures the attorney has key information in advance, making it easier to identify legal needs and move cases forward quickly.

1. Consultation Booking

   • Once a client selects a time via your Glade consultation link, our system begins a consultation workflow.

2. Questionnaire

   • The client is prompted to complete an intake questionnaire, sharing essential background information and case details, such as their contact information and the reason for seeking your services. This questionnaire is designed to provide you with a solid foundation, ensuring you begin every consultation well-prepared.

   • One the intake questionnaire is completed, you will be able to review the responses by

• Time Savings: Reduce back-and-forth emails by collecting vital information in one go.

• Better Insights: Arrive at your consultation prepared, allowing deeper and more focused discussions.

• Faster Case Initiation: Turn new leads into active cases more efficiently.

By leveraging Glade’s intake questionnaires, you’ll gather crucial client details upfront, helping you deliver a smoother, more efficient onboarding process.