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Free Jotform tutorials for small business

Updated

Jotform. These 2 free modules teach it by building real projects, not by reading about features: Jotform AI: Build a Client Intake Form from One Prompt and Jotform AI Agents: An Agent That Answers Client Questions.

The Jotform modules cover Accounting & Bookkeeping Firms and Law Firms. Every module runs in a practice copy of Jotform, so you can learn it without an account, then set it up for real.

2 modules

◷Jotform AI: Build a Client Intake Form from One Prompt

Describe a client intake form to Jotform AI, fix it with Form Copilot, add a show/hide rule in plain words, and copy the link to send to new clients.

Free · Live ~6 min

◷Jotform AI Agents: An Agent That Answers Client Questions

Create a Jotform AI Agent for a small law office, teach it an answer, test it in the preview chat and find the code that puts it on your website.

Free · Live ~7 min

Related

AI for Accounting & Bookkeeping Firms (5)AI for Law Firms (4)AI for Accounting & Bookkeeping Firms (4)AI for Law Firms (3)AI Apps Worth Knowing (8)

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How every module works

Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.

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