How Do I Share Intake Forms With My Clients?
Once you have created your Intake Form, you are able to share the form with your clients via email and a shareable link as well as filling it out yourself if they are in your office.
To share the form:
- Go to the Matter in which you would like to share the form
- Go to the intake forms tab
- Click on the plus sign in the right corner to add form
- Select the Practice Area and form you would like to share and give it a name
If you would like to fill out the form yourself and not share, you can click on 'Fill Now'
- Click on the checkbox next to 'Share Intake Form'
- Select the Contact you would like to share this form with
- Click on 'Display Link'
- Select "Copy to Clipboard" then paste
- Your client can now fill out and submit the form at their convenience
- Once submitted, the form will then create and populate merge fields for Document Automation.
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