1. In the parties tab, click clients
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2. Click start request

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3. Click here to preview the form
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4. Click here to edit the form
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5. Click here to edit the details for each contact

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6. After clicking on the 3 vertical dots, you have the option to remove or change the permissions for each contact
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7. Click here to edit the expiry date of the form

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8. Click here to view the overview

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9. Edit the title and the description for the form here
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10. Scroll and click on different sections to review more details
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11. Click next
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12. You can edit the subject, add or delete emails you are sending the intake request to, and edit the body of the email prior to sending out the intake request
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13. Click send email

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14. If you do not use Outlook, Click here to copy the email template with the form linked
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15. Click here to copy the form link only
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16. Click here to initiate the request
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17. You can check the status of the form here
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18. Click view responses to see your client's responses
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19. Click here to view more details

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20. Here, you can preview the form, edit the form, mark it as complete, or cancel the request

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21. You can also manage your sent intake forms in the client intake inbox

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22. Filter the sent requests using these fields
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23. You can click on the forms and also view the completion status here
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24. You can also click here next to each heading to filter by matter name, matter #, address, status, lawyer, clerk, sending date and closing date

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