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Custom Intake Rollout

Status: Live (V2 rollout complete, refinements ongoing) Project: Website · Operations

What this is

The firm's replacement for the previous intake form system — a custom intake flow deployed across the homepage, selected sidebars, and multi-page layouts. Designed to capture high-intent leads with fewer steps, push directly to Litify, and work alongside the existing Gravity Forms infrastructure until it fully replaces it.

Rollout phases

  1. Custom Contact Intake Live Deployment (April 8) — initial live deploy on the contact page
  2. Custom Intake Multi-Page Rollout (April 9) — extended to multiple practice-area and location pages
  3. Custom Intake Rollout V2 - Homepage + Selective Sidebars (April 10) — V2 refinement that put the form on the homepage and in carefully chosen sidebars (not all pages)

Design choices

  • Homepage placement — hero-adjacent, not below-fold
  • Selective sidebars — not every page gets the form; pages where the sidebar already has other high-value content kept their existing layout
  • Multi-page consistency — the form looks the same everywhere, even when containers differ (Kadence vs wp:html vs WPCode-injected)
  • Passes directly to Litify via the Salesforce / Litify AI Toolkit integrations (rather than routing through Gravity Forms)

The sidebar form story is told in more detail in Passenger Sidebar Form Evolution — several rapid iterations on the sidebar tight form layout were happening in parallel with the custom intake rollout.

Sources

See also