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 ...
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 ...