How to complete an Intake Form on behalf of a client

Learn how to generate an Intake Form internally to fill out on behalf of a client.

1. Open the matter or lead file and select the Intake tab.
2. Select the three dots next to Share Form, and then select Prefill for client.
   
   
   
3. Choose a form from the drop-down menu. Then click the Open button.
   
   
   
4. In the Edit Responses screen, you can start entering the known information.
   Information entered here will be saved automatically.
   Click the Submit button on the form once you're done adding in the information.
   
   
   
   • Once you have submitted the necessary information, use the back arrow to exit the form.
     Should you need to return to the form to edit or enter in more information, select the three dots icon next to the form in your Intake tab, and select Edit Responses.
     

In the list of Intake Forms for a matter, any incomplete, internally shared forms are denoted by the Prefilled for client status.