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 A Form Template From the left navigation panel, click Setup. Within the Setup left navigation, click Form Templates. From the toolbar …

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 …

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. Alert: Before sharing a form, we recommend reviewing all email notification templates under Setup > Firm Settings > Email Templates > Intake Forms. Learn more about editing email templates. …