VerdictFlowVerdictFlow
  •  
  •  
  •  
  •  
  •  
  
VerdictFlowVerdictFlow

 

 

 
  •  
  •  
 
  •  
  •  
 
  •  
  •  
  •  
 
  •  
  •  
  •  
  •  
  • Getting Started with VerdictFlow
    • Creating Your Account
    • Setting Up Your Firm
    • Inviting Team Members
    • Your First Lead
  • Lead Management
    • Adding Leads
    • Lead Pipeline (Kanban View)
    • Searching & Filtering Leads
    • Lead Statuses
    • Custom Fields (VF Fields)
    • Intake Packages
    • Exporting Leads
  • Calendar & Scheduling
  • Communications
  • Document Templates
  • Notifications
  • Settings Overview
  • Referral Network
    • Adding Firms to Your Network
    • Sending Referrals
    • Finding Incoming and Outgoing Referrals
    • Receiving Referrals
    • Auto-Routing Rules
    • Shotgun Referrals
  • Fee Sharing Agreements
    • Creating Agreement Templates
    • Using Variables in Templates
    • Sending Agreements for Signature
    • Signing Agreements
    • Managing Agreement Documents
    • Fee-Sharing Agreements
  • Setup Command Center
  • Intake Forms
    • External / Public Forms
    • Internal Intake Forms
  • Automation Rules
    • Process Automation
  • Integrations
    • Connect Clio
    • Connect HubSpot
  • Members & Permissions
    • Members, Roles & Permissions
  • Tasks
  • Reports & Dashboards
  • Billing & Plans
  • Product Tours
  • Demo Workspace

External / Public Forms

Capture leads directly from your website with branded, embeddable intake forms — no developer required, every submission becomes a real lead with full source attribution.

External forms are the public, prospect-facing intake forms you embed on your marketing site, contact pages, or post-ad landing pages. A prospect fills one out unattended, and within seconds you have a fully-formed lead in VerdictFlow with everything routed and ready to work.

What you can do

  • Drag-and-drop builder — text, dropdowns, multi-select, file uploads, signatures, addresses, dates, phone, email, and more.
  • Conditional logic — only show the injury-severity question if the case type is Personal Injury.
  • Required fields and validation — make sure prospects can't submit without the info you actually need.
  • Branded look — your logo, your colors, your fonts. Looks like your firm, not "a generic form."
  • Custom thank-you pages — keep the prospect on your site or send them somewhere specific (a calendar booking link, a download, etc.).
  • Captcha protection — built-in spam defenses for high-traffic firms.

Where you can put one

A single embed snippet works on every common platform:

  • WordPress (with or without a builder plugin).
  • Squarespace, Webflow, Wix.
  • Your own custom marketing site.
  • A hosted page on forms.verdictflow.com when you don't have a website to embed in (great for paid-ad landing pages or QR codes on print materials).

The hosted page option is the fastest path to your first form being live — you can copy a public URL the moment you publish.

How a submission becomes a lead

  1. Prospect fills out the form on your site and clicks submit.
  2. VerdictFlow creates a new lead record with the answers mapped to the right fields.
  3. Lead source is set automatically to the form name, so your reports can show "Personal Injury Quiz" → 47 leads → 12 retained.
  4. Marketing attribution (UTM parameters from the URL the prospect was on) is captured on the lead, ready for ROI reporting once that feature ships.
  5. Phone-number dedupe: if the prospect's phone number matches an existing lead, the submission attaches to that lead instead of creating a duplicate.
  6. Any automations tied to new lead fire — auto-acknowledgement email, intake task creation, auto-routing to a partner, etc.

The whole sequence usually takes under a second.

Building one

  1. Open Forms in the sidebar.
  2. Click + New Form and choose External / Public.
  3. Add fields by dragging from the field palette.
  4. For each field, set:
    • The label the prospect sees.
    • Whether it's required.
    • Which lead field the answer maps to (built-in or custom).
    • Any conditional logic that controls when it shows.
  5. Style the look (logo, colors, button text) under the form's Branding tab.
  6. Configure the thank-you page under Settings.
  7. Click Publish.

After publishing, the form's Embed tab gives you the snippet to drop into your site, plus the public hosted URL.

Tip: Start with the minimum fields — name, phone, email, case type. Every extra question reduces completion rate. You can always ask follow-up questions on the call.

Embedding on your site

Two ways:

  • Snippet embed — copy the embed code and paste it into your site's HTML. The form renders inline, sized to the container.
  • Direct link — link from a button or menu item to the form's public URL on forms.verdictflow.com. Lower-effort for non-technical site editors.

Either way, your branding follows the form.

Versioning and drafts

External forms are live the moment they're published. To make changes without disrupting your site:

  1. Open the form and click Edit.
  2. Make changes — they save as a draft automatically.
  3. Click Preview to see what they'd look like to a prospect.
  4. Click Publish to push the draft live.

Visitors continue to see the previous published version until you publish — no risk of breaking the form mid-edit.

What you'll see in reporting

Every external form has its own dashboard tile showing:

  • Submission volume over time.
  • Conversion — what percentage of submissions become qualified, retained, or settled.
  • Source breakdown — when paired with UTM tags on your ad URLs, which campaigns drove the best leads.

Pair this with Reports to slice form performance against any other dimension — case type, geography, time of day, etc.

Spam, abuse, and rate limits

External forms are protected by:

  • Captcha — turn on per-form for high-traffic forms.
  • Per-IP rate limiting — prevents bots from hammering submissions.
  • Field-level validation — phone numbers, emails, and addresses are validated before they hit your pipeline.

If a spam wave gets through anyway, you can pause the form (instantly stops accepting submissions) without losing it, then bulk-delete the spam leads from your pipeline.

Permissions

  • Build / edit external forms — owners and admins.
  • Submit an external form — anyone with the public URL (intentional).
  • See submissions in VerdictFlow — anyone with access to the resulting leads.

Next steps

  • Internal Intake Forms — the same builder, but for forms your team runs on the phone.
  • Lead Pipeline — control which status new form leads land in.
  • Automations — auto-respond to new submissions.
  1. What you can do
    1. Where you can put one
    2. How a submission becomes a lead
    3. Building one
    4. Embedding on your site
    5. Versioning and drafts
    6. What you'll see in reporting
    7. Spam, abuse, and rate limits
    8. Permissions
    9. Next steps