Intake Forms
Two kinds of intake forms — public ones embedded on your website for prospects to fill out, and internal ones your team uses on the phone — both feeding the same VerdictFlow pipeline.
VerdictFlow ships two flavors of intake forms in the same builder. External forms live on your marketing site and let prospects qualify themselves; internal forms are the structured intake script your team runs through on a discovery call. Both end up in the same pipeline and respect the same automation rules — so it doesn't matter which one started a lead, the rest of the system treats them identically.
Pick the right type
| Form type | Who fills it out | Where it lives | When to use it |
|---|---|---|---|
| External / Public | The prospect themselves, unattended | Embedded on your website, or a hosted page on forms.verdictflow.com | Marketing-driven intake, "qualify yourself", post-ad landing pages, contact forms. |
| Internal Intake | A team member (intake coordinator, paralegal) | Inside VerdictFlow, on the lead detail page or via a private URL | Phone screens, in-person consults, structured discovery calls. |
You can have as many of each type as you need — and many firms run both at the same time (e.g. an external "Personal Injury Quiz" on the marketing site and an internal "PI Phone Intake Script" the coordinator opens during the callback).
What both have in common
Whichever type you pick, you get:
- Drag-and-drop builder — text, dropdowns, file uploads, signatures, addresses, dates, and more.
- Conditional logic — show or hide questions based on earlier answers.
- Required fields and validation.
- Field mapping — every question maps to a real lead field (built-in or custom), so the answer ends up exactly where your team expects it.
- Versioning and drafts — edit a live form without breaking what's currently shown; preview, then publish.
- Submissions become leads automatically — same routing, same statuses, same automations as any other lead.
What's different
External forms have features tuned for the public web: branded thank-you pages, embed snippets, captchas, and the public URL itself. Internal forms have features tuned for the phone: faster keyboard navigation, defaulting fields from the lead record so coordinators don't re-type known info, and submission timestamps that count as "intake completed" for reporting.
The dedicated docs for each go deeper:
- External / Public Forms — embedding on your website, public URLs, captchas, marketing attribution.
- Internal Intake Forms — phone-friendly intake scripts your team runs on a call.
How submissions become leads
Whichever form type submits, VerdictFlow does the same five things:
- Creates (or updates) a lead with the answers mapped to the right fields.
- Sets the lead's source so reporting can attribute the form correctly.
- Triggers any automations tied to "new lead" or matching case-type criteria.
- Assigns the lead to whoever your routing rules say should own it.
- Logs the full submission on the lead's activity timeline (so you can always see exactly what was answered).
Permissions
- Build / edit forms — owners and admins.
- Submit an internal intake form against a lead — any team member with access to that lead.
- Submit an external form — anyone with the public URL (that's the point).
Next steps
- External / Public Forms — set up your first website-embeddable form.
- Internal Intake Forms — build the script your intake team runs on the phone.
- Lead Pipeline — control which status new form leads land in.
- Automations — auto-respond to new submissions.