Intake Release Notes - November 2023

This month’s Intake release features several exciting updates. Read on to learn more.

Web Inquiry Screen Changes

View which web inquiries have been created and allow your firm to update the current link with different staff members.

Duplicate Lead Intake Forms

You can now duplicate intake forms. This will allow you to make small changes to a form without having to recreate it entirely.

View Matter/Lead Forms

Added a filter to make it easier to view all available matter/lead forms in the Forms window. 

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