> ## Documentation Index
> Fetch the complete documentation index at: https://learn.expertmd.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Intake Form Setup

> Configure your vanity URL and customize your intake form to start receiving cases from attorneys.

# 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

<Tip>
  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`).
</Tip>

<Frame caption="Intake form URL configuration in Settings">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/doctors/intake-url-settings.png" alt="Intake form URL configuration in Settings" />
</Frame>

## 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

<Info>
  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.
</Info>

## 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

<Frame caption="What attorneys see when visiting your intake form">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/doctors/intake-form-preview.png" alt="What attorneys see when visiting your intake form" />
</Frame>

## 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.

<Warning>
  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.
</Warning>

## Next steps

<CardGroup cols={2}>
  <Card title="Pre-Screening Requests" icon="inbox" href="/doctors/pre-screening-requests">
    Learn how to review incoming intake requests
  </Card>

  <Card title="Case Management" icon="folder-open" href="/doctors/case-management">
    Manage accepted cases
  </Card>
</CardGroup>
