Create & Share an Intake Form

You can share forms with outside parties to collect and populate needed information.

If you have not yet created a form template, see Create an Intake Form Template.

Create A Form

1. From the left navigation panel, click Practice Management.
2. From the Practice Management menu, click Intake Forms.
3. From the toolbar atop the Intake Forms screen, click Create Intake Form.
   The Create Intake Form screen opens.
   

Select Template

You will see a list of all form templates which are not in draft, with columns that include Template Name, Area of Law and Description. To preview a template, click the view icon on the right.

1. Select the template you would like to share with the outside party, then click Next.
   Proceeds to the Intake Form Details screen.
   Note: To remove a template from draft mode, go to Setup > Form Templates, then edit the template and uncheck Draft Mode box at the top right of the screen, then save.
   

Complete Form Details

1. Enter the Recipient’s First and Last Name or Entity. Recipient Name will be used to help you recognize the Intake Form.
2. Confirm the Recipient’s email address.
3. Enter any Form Notes. Entries in this area will not be visible to the recipient and are meant for internal use. Enter any information about the form that you would find helpful later in the engagement with the recipient or matter.
4. Pick a Due Date. This requests that the recipient fill it out prior to the date entered. This will show on the email template sent to the recipient.
5. Pick an Expiration Date. The recipient’s access to the form will expire after this date. This will also show on the email template sent to the recipient.
6. Choose a Processing Rule.
   Processing Rules: Select one of these options to automate importing the information from the form after it is completed by the outside party. You are only being asked for this information now for reference purposes and to control sharing via the client portal, when you choose to process a completed form, you will have the option to change this rule.

• • Associate with Existing Matter. If selected, use the adjacent field to search for an existing matter. If you wish to share this form via the client portal, a matter must be chosen here.
  • Associate with Existing Contact. If selected, use the adjacent field to search for an existing contact.
  • Decide Later. You may not have a matter or contact to select and/or may want to make this decision later. When processing the completed form, you can then associate it with an existing matter or contact, or add a new one.

7. Click Create.
   You will receive a confirmation that the form was created with steps to share the form.

Share A Form

On that final screen, you have three options when sharing the Intake Form with the recipient:

Copy Link

You may wish to send the Intake Form to the recipient via a link, such as including it in an already drafted email.

1. 1. Choose the Copy Link option.
   2. Next to the link provided, select Copy.
   3. The link is now automatically copied to your clipboard and can be pasted in the communication of your choosing.

System Email

You may wish to send the Intake Form as an email directly from your system.

1. 1. Choose System Email.
   2. Review the recipient’s email address. This will populate with the email address you entered on the first screen, but can change if need be.
   3. Enter a subject for the email.

      The body of the email will populate based on the email template which you can find in Setup > Firm Settings > Email Templates > Intake Forms. Learn more about editing email templates.

   4. Select Email.

Via Client Portal

1. 1. Choose Share via Client Portal.
   2. Select Share.
      The client will then be able to access the form from their portal by navigating to the top right of their client portal page.
      
      Once they select the form from the drop-down, they can begin filling it out and submit.
      By using any of these share options, the form will now be listed with a status of

Form Status

The first column in the intake form grid lists Status:

Notifications

The system will automatically send out the following email notifications after sharing a form. Any notifications to the firm will be sent to the user that sent the form, and notifications to the contact will be sent to the email address provided when sharing the form.

• Firm Email Notifications:
  • When the Intake Form has been accessed
  • When the Intake Form has been submitted
• Contact Notifications
  • When the Intake Form is available
  • When the Intake Form has been accessed
  • When the Intake Form has been submitted

You can view and edit these email notification templates under Setup > Firm Settings > Email Templates > Intake Forms. Learn more about editing email templates.

Other Form Options

View a Form

Once a form is created, you will have the ability to preview how the form will look.

1. From the left navigation panel, click Practice Management.
2. From the Practice Management menu, click Intake Forms.
3. Select the form, click on the three dots at the end of the row and from the drop-down, click View Intake Form.
   A separate tab will open with a preview of the form.

View Form Details

Once a form is created, you can view the form details.

1. From the left navigation panel, click Practice Management.
2. From the Practice Management menu, click Intake Forms.
3. Select the form, click on the three dots at the end of the row and from the drop-down, click Details.
   A separate screen will open with details of the form.
   

Edit a Form

Once a form is created, you have the option to edit limited information.

1. From the left navigation panel, click Practice Management.
2. From the Practice Management menu, click Intake Forms.
3. Select the form, click on the three dots at the end of the row and from the drop-down, click Edit.
   On the Edit Form screen, you have the option to copy the form link, change the due date, expiration date and internal form notes.
   
   If you need to make any other changes to the form (fields, recipient etc.) you must delete the form, update the form template (if field changes are needed) and create and send a new form.
   

Delete a Form

Once a form is created, you have the option to delete it.

1. From the left navigation panel, click Practice Management.
2. From the Practice Management menu, click Intake Forms.
3. Select the form, click on the three dots at the end of the row and from the drop-down, click Delete.
   The Delete Form screen opens. with the message Are you sure you want to delete selected Intake Form?
4. If you wish to delete this form select Delete, otherwise select Cancel.

Once a form is submitted and you wish to process the data received, read Process an Intake Form.