How Do I Use Document Automation?

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• What are "Intake Forms" Used For, and How do I Create One?

  In CARET Legal, the "Intake Forms" are used to record specific Matter related data which can either be collected from the client or filled in manually. The data can then be used to create Merge Fields for Document Templates. Intake forms can be ...

• How Do I Create Custom Fields?

  Custom fields can be created from the Custom Fields tab of Firm Settings. To add new fields click the plus button on the black action bar and select which section you’d like to create the field(s) for. Custom Matter Fields can be created for all ...

• When Should I Use Custom Fields?

  Custom Fields can be created for any Matter or Contact information you would like readily available. In order to create custom Contact and Matter Fields, an administrator will need to go into Firm Settings.    Custom Matter Fields will show in the ...

• How do I Edit or Delete Custom Fields?

  Custom Fields can be edited or deleted in your Firm Settings. Go to Firm Settings --> Custom Fields and Intake Forms --> Custom Fields. Locate the practice area you wish to edit and select Add/Edit Fields. This will open a module with the existing ...

• 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 ...