How Do I Share Intake Forms With My Clients?

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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