Send, View, and Manage Intake Forms

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Send an intake form 

When preparing a form to send to a prospective client, you can add the form to a matter as an individual workflow item or as part of a workflow template grouping.

Individual workflow item Workflow template grouping
  1. Go to the matter's Workflow section.
  2. Click the dropdown underneath Add to workflow and select Prepare Form.
  3. Select a form, the matter's contact, and the contact that will complete the form.
  4. Select Share form link.
  5. Click Get form link when ready.
  6. Click Continue To Email.
  7. Select the email template from the dropdown menu or add your custom message. 
  8. Click Send Email.

 

Send a Quick Form

  1. Click the down arrow next to the Quick Intake and select Quick Form.
  2. Select the form template from the dropdown.
  3. Enter the lead's first and last names and the the matter type and status.
  4. Choose to Fill out form or Send to client.
  5. Click Fill out form or Send form.

 

Set form due date

After preparing and sending an intake form, you can set a due date for the form's completion.

  1. Go to the matter's Workflow section.
  2. Find the form.
  3. Click the Options dropdown and select Set Due Date.
  4. Select the due date and then click Update Due Date.

 

Send form reminder

After preparing and sending an intake form, you can send your prospective client an email reminder to complete the intake form.

  1. Go to Forms.
  2. Select the Submitted subtab.
  3. Optional: Click Apply filters to narrow your results.
  4. Click the form's name to view the form.
  5. Click the Actions dropdown and select Send Reminder.
  6. Complete the email body and then click Send Reminder.

 

View a submitted/pending intake form

You can view an intake form that has been submitted or is pending submission from the main Forms tab or from the matter's page.

View Forms tab Via matter page
  1. Go to Forms.
  2. Select either the Pending or Submitted subtabs.
  3. Optional: Click Apply filters to narrow your results.
  4. Click the form's name to view the form.

 

Download a completed intake form

You can download PDF copy of a completed intake form from the main Forms tab or from the matter's page.

Via Forms tab Via matter page
  1. Go to Forms.
  2. Select the Submitted subtab.
  3. Optional: Click Apply filters to narrow your results.
  4. Click the form's name to view the form
  5. Click the Actions dropdown and select Download PDF.

 

Delete pending or submitted form

  1. Go to the matter's Workflow section.
  2. Find the form.
  3. Click the Options dropdown and select Delete Form.
  4. Click Remove Item to confirm.

 

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