Learn how to create intake forms to share internally with staff members.
You may share an intake form internally to capture information from another staff member or fill it out while speaking with a client.
To share an intake form for internal use:
- Open the matter or lead file and select the Intake Forms tab.
- Select Share Form.
- In the Send via section, select Internal use.
- Select Open.
- On the next screen, you can start entering responses. Responses are saved automatically.
- To enter responses later, select the three dots icon next to the form and select Edit Responses.
- To enter responses later, select the three dots icon next to the form and select Edit Responses.
On the list of intake forms, any internally shared forms are denoted by the Internal use status.