Share an Intake Form to internal staff

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:

1. Open the matter or lead file and select the Intake tab.
2. Select the arrow icon next to Share Form, then select Internal use.
3. In the Send via section, select Internal use.  
   
4. Choose a form from the drop-down menu, then select Open.
   
5. 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 three dots icon next to the form and select Edit Responses.
     

On the list of intake forms, any non-complete, internally shared forms are denoted by the Internal use status.