Learn how to generate an intake form before sharing it with a client.
You can generate an intake form internally for staff members to fill out or to fill it out while speaking with a client.
To do this:
- Open the matter or lead file and select the Intake tab.
- Select the three dots next to Share Form, then select Prefill for client.
- Choose a form from the drop-down menu, then select Open.
- On the Edit Responses screen, you can start entering responses. Responses are saved automatically. Select Submit on the form once you're done.
- To enter responses later, select the back arrow to exit the form. When you are ready, select the three dots icon next to the form in your Intake tab, and select Edit Responses.
- To enter responses later, select the back arrow to exit the form. When you are ready, select the three dots icon next to the form in your Intake tab, and select Edit Responses.
On the list of intake forms, any non-complete, internally shared forms are denoted by the Prefilled for client status.