Activate Client Intake Forms

NOTE: This can only be done by a firm administrator or someone with the administration settings page access advanced permission.

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

• Click on the drop-down arrow on the settings bar and select Edit.

• A pop-up window will appear.
• Toggle on the Client Intake Form switch and click Save.

• The option to generate a Client Intake Form link will now be available from a case.