This presentation was offered as a CLE Webinar in May 2020. It is available on-demand from UMKC School of Law CLE. The slides and associated material is available below.


The Coronavirus pandemic has forced many attorneys to work from home. Whether you were already planning to automate some aspects for your practice or you are jut considering this option now, this webinar will help you build a reliable and secure client intake system.

This webinar will explore JotForm as an online client Intake form and automation solution applied to legal service practices. An online client intake form helps prevent important information from being overlooked and cuts down dramatically on data entry and document management.

Learning objectives:

  • Overview of JotForm
  • Understanding the form elements
  • Third-party widgets
  • Conditional logic
  • Email notifications
  • Third-party platforms integration
  • Publishing a form
  • Managing reports
  • The mobile application