Intake Forms
Intake forms are web forms you can embed on your own website to capture enquiries and leads. When someone submits one, Cadence IP creates or updates a matter automatically, with the details mapped straight onto the right contact roles and data fields.
The intake forms list
The Intake Forms section lists your forms with their target matter type, the number of fields, and whether each is enabled. Click + Add Intake Form to create one, open a form to edit it, or use the toggle to enable or disable it. A disabled form stops accepting submissions.
Building a form
Opening a form shows an inline editor where you set the form up.
- Form Name — a name for your own reference.
- Matter Type — the type of matter each submission creates or updates. Only enabled matter types can be chosen.
- Matter Title Pattern — how the new matter is named, using placeholders from the submitted values (for example,
Enquiry: ${last_name}). - Redirect URL — where to send the visitor after they submit. Leave it blank for a plain response.
- Enabled — whether the form is live.
Mapping the fields
Under Form Fields, add each field the visitor fills in. For every field you give a label and type, mark whether it's required, and — most importantly — set what it maps to:
- Contact / Role — the value becomes a property (such as First Name or Email) of a contact in a particular role on the matter, like Client.
- Data field — the value is stored in one of the matter type's data fields, such as an invention summary.
This mapping is what turns a raw submission into a properly structured matter. Save the form when you're done.
Getting the embed code
Each form generates ready-made HTML you paste into your website.
The Embed Code section gives you a complete HTML form — inputs, labels and a submit button — matching the fields you defined. Copy it and drop it into any page on your site. It updates as you change the form's fields, and submissions flow straight back into Cadence IP.
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