Intake Forms

Create an Intake Form Template

You can utilize intake forms to automate the collection and population of information specific to a certain matter or contact.

The Form Templates area is where your firm's intake forms are created and stored for future use.

Create an Intake Form Template

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Process an Intake Form

If you have not yet shared a form, see Create & Share an Intake Form.

Once the recipient has completed and submitted an Intake Form, the form status will change to Submitted, and you can now process the data which was received. Processing a form will read the field responses and populate those responses on the associated matter or contact.

Process an Intake Form

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Create & Share an Intake Form

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

Create & Share an Intake Form

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