Activate Intake Portal

Feature available on CASEpeer Advanced

Here's how to activate the Intake Portal feature in your CASEpeer account. 

NOTE: This can only be done by a firm administrator or someone with the Manage Custom Intakes permission.

• Navigate to the  Icon in the top right corner of your account and select Account Settings.

• Click the Settings header.

• Scroll to Advanced Features
• Toggle the button under Intake Portal to On.
• Click Save. 

• The Intake Portal is now activated

Next Step: Assign a user to the Intake Portal permission group.