Yes. Progress in the Client Portal is saved automatically, so your client can fill out part of the intake form, upload some documents, and return later to pick up right where they left off. Nothing they have entered is lost between sessions. This makes it easy for busy business owners to complete the application in stages instead of all at once.
Can my client save the intake form partway and come back later?
How clients can save the intake form and finish it later.
Written by Kaylan Pepin