Form Builder

metadata:  title: Client Intake Form  short title: Intake
---question: |  What is your name?fields:  - First Name: first_name  - Last Name: last_name
---question: |  What type of service do you need?field: service_typechoices:  - Contract Review  - Document Drafting  - Consultation
---mandatory: Truequestion: |  Thank you, ${ first_name }!subquestion: |  We will contact you about your ${ service_type } request.

---question: |  Are you a business or individual?field: client_typechoices:  - Business  - Individual
---if: client_type == "Business"question: |  What is your company name?fields:  - Company: company_name  - EIN: ein    required: False
---if: client_type == "Individual"question: |  What is your date of birth?fields:  - Birthdate: birthdate    datatype: date

fields:  # Text  - Name: name    # Email  - Email: email    datatype: email    # Number  - Age: age    datatype: integer    # Currency  - Amount: amount    datatype: currency    # Date  - Start Date: start_date    datatype: date    # Yes/No  - Agree to terms?: agrees    datatype: yesno    # Multiple choice  - Color: color    choices:      - Red      - Blue      - Green    # Checkboxes  - Select options: options    datatype: checkboxes    choices:      - Option A      - Option B    # File upload  - Upload document: document    datatype: file

---mandatory: Truequestion: |  Your document is ready.attachment:  name: Contract  filename: contract  content: |    # Service Agreement        This agreement is between **${ client_name }**    and **Service Provider**.        ## Services    ${ service_description }        ## Payment    Total amount: ${ currency(amount) }        Date: ${ today() }

metadata:  title: Legal Client Intake  short title: Intake
---objects:  - client: Individual
---question: |  Welcome to our intake form.subquestion: |  Please answer the following questions.continue button field: intro_screen
---question: |  What is your name?fields:  - First Name: client.name.first  - Last Name: client.name.last  - Email: client.email    datatype: email  - Phone: client.phone    required: False
---question: |  What type of matter is this?field: matter_typechoices:  - Contract: contract  - Dispute: dispute  - Advisory: advisory
---if: matter_type == "contract"question: |  Contract Detailsfields:  - Contract Type: contract_type    choices:      - Employment      - Service Agreement      - NDA  - Other Party: other_party  - Estimated Value: contract_value    datatype: currency
---mandatory: Truequestion: |  Thank you, ${ client.name.first }!subquestion: |  **Summary:**    - Name: ${ client.name }  - Email: ${ client.email }  - Matter: ${ matter_type }    We will contact you within 24 hours.