Skip to main content

​
Intake Form Setup

Your intake form is how attorneys submit case requests to you. ExpertMD provides a customizable intake form with a unique vanity URL that you can share on your website, in emails, or on social media.

​
Your vanity URL

Every doctor on ExpertMD gets a unique intake URL. You can customize the slug portion to make it memorable and professional.

​
Default URL format

Your default intake URL is: 
https://expertmd.io/intake/dr-firstname-lastname

​
Customizing your slug

Navigate to Settings > Intake to customize your URL slug. Your slug must:
  • Be unique across all ExpertMD users
  • Contain only lowercase letters, numbers, and hyphens
  • Be between 3 and 50 characters
Choose a professional, easy-to-remember slug. Good examples include your name (dr-jane-smith), your specialty (neuro-expert-smith), or your practice name (smith-orthopedic-consulting).
Intake form URL configuration in Settings

​
Sharing your intake form

Once your vanity URL is configured, share it with attorneys through:
  • Your professional website — Add a “Request Expert Witness Services” button linking to your intake URL
  • Email signature — Include your intake link in your email signature
  • Professional directories — List your intake URL on medical expert directories
  • Direct outreach — Send your link directly to attorneys you want to work with
When an attorney visits your intake URL, they see a branded form with your name, specialty, and credentials. They do not need an ExpertMD account to submit a request, but they will be prompted to create one if they do not have one.

​
What attorneys see

Your intake form collects the following information from attorneys:
  1. Attorney contact information — Name, firm, email, phone
  2. Case type — The category of the case (e.g., personal injury, malpractice, workers’ comp)
  3. Case description — A summary of the case and what expertise is needed
  4. Timeline — Estimated timeline and urgency of the engagement
  5. Additional documents — Optional file uploads for supporting case materials
What attorneys see when visiting your intake form

​
Managing your intake form status

You can enable or disable your intake form at any time from Settings > Intake:
  • Active — Your form is accepting new submissions
  • Paused — Your form displays a message that you are not accepting new requests. Existing cases are not affected.
When you pause your intake form, attorneys who visit your URL will see a “Not Accepting Requests” message. Remember to reactivate it when you are ready to take new cases.

​
Next steps

Pre-Screening Requests

Learn how to review incoming intake requests

Case Management

Manage accepted cases