Create a Fast and Easy Digital Intake System For Your Clients
Save time by creating and sharing digital intake forms. Share a link to your public intake form on your website or send it to clients via email or SMS. Once submitted, a digital intake form can be approved and a new client is created in Dibcase.
Not limited to just intakes, our digital forms can be used for customer satisfaction surveys or anything you want. You’ll get an alert whenever a customer submits a form.
Features
- Unlimited forms
- Intake, customer, and matter forms
- Interactive, shareable, and editable functionality
- Add instructions
- Add read only fields
- Add custom fields
- Your company logo appears on forms
- Form are fillable on cell phones, tablets, and other devices
- Filter form templates by tags for easy organization
Use cases: case plans, medical updates, appeal forms...
