Activate Custom Intake

How to activate the Custom Intake 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 arrow at the end of the Settings row.
• Select Edit. 

• A pop-up window will appear.
• Toggle the button under Custom Intake to On.
• Click Save. 

• Custom Intake is now activated.

Next Step: How to Build Custom Intake Forms