Current approach

  • Ask for minimal first contact information.
  • Keep detailed personal circumstances out of the public marketing form.
  • Use source and page context to understand which guide prompted a follow-up request.
  • Use the page and source context only to route the follow-up request appropriately.

First contact fields

The current handoff form asks for first name, topic interest, preferred contact method, email and phone. Detailed case information belongs in the later professional conversation.