Learn how to prefill intake forms before sharing them with clients..
You can generate an intake form internally for staff members to fill out or to fill it out while speaking with a client. Follow these steps:
- Open the matter or lead file and select the Intake tab.
- Select the three dot icons next to the blue Share Form button and select Prefill for client.
- In the pop-up window, select a Form from the dropdown menu.
- 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, prefilled forms are denoted by the Prefilled for client status.