29 STEPS

1. In the parties tab, click clients

2. Click start request

3. Click here to preview the form

4. Click here to edit the form

5. Click here to edit the details for each contact

6. After clicking on the 3 vertical dots, you have the option to remove or change the permissions for each contact

7. Click here to edit the expiry date of the form

8. Click here to view the overview

9. Edit the title and the description for the form here

10. Scroll and click on different sections to review more details

11. Click next

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

13. Click send email

14. If you do not use Outlook, Click here to copy the email template with the form linked

15. Click here to copy the form link only

16. Click here to initiate the request

17. You can check the status of the form here

18. Click view responses to see your client's responses

19. Click here to view more details

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

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

22. Filter the sent requests using these fields

23. You can click on the forms and also view the completion status here

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