Client Intake Form Training

1. About the Client Intake Form
Length: 00:49

2. Create a Client Intake Form for New Client Instructions
Length: 00:37

3. Create a Client Intake Form for an Existing Client Instructions
Length: 00:33

4. Open in Email Option Explanation
Length: 00:27

5. View the Additional Notes Instructions
Length: 00:22

6. View a Submitted Intake Form Instructions
Length: 00:26

7. Print the Intake Form Instructions
Length: 00:31

8. Archive Intake Form Instructions
Length: 00:28

9. Delete an Intake Form Instructions
Length: 00:38

10. Running the Client Interview after Intake Form Submission Instructions
Length: 00:58

About the Client Intake Form

1. About the Client Intake Form

The Client Intake Form feature in InterActive Legal lets you send clients the questions from the Client Interview to complete independently.

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