Customizing Intake Forms for a Matter

The Intake Form tab is used to attach an intake form to a specific matter. When an intake form is added to this tab, the system creates a form link that is connected to that matter. This means the form is not just a general template; it becomes tied to the selected matter so the client’s submitted answers can be reviewed later from the same Intake Form tab. This tab allows you to use an existing intake form template or create a new one if none of the available templates fit your needs. It helps collect matter-related information from the client and keeps the submitted responses organized inside the matter record.

To add an existing intake form, click the Add Intake Form button at the top-left side of the Intake Form tab. A dropdown menu will open and show the intake form templates already available in the system.

Select the template that matches the information you want to collect from the client, then click Save.

After the form is saved to the matter, the system connects that form to the specific matter. The client can complete the form through the generated link, and once the form is submitted, the submitted information will be available inside the matter’s Intake Form tab.

To learn how to create a new intake template, please visit Create Intake Form.