Nicola Cucciniello (Customer) asked a question.
What is the client intake form and how do i create it?
What is the client intake form and how do i create it?
Related Questions
Nothing found
Loading
Nicola Cucciniello (Customer) asked a question.
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Nicola, thanks for the question.
You can access the Client Intake form by navigating to: Menu > Home > View Client Intake Forms.
The LEAP Client Intake Forms will open in a new window.
Or via the web:
Web: Click > Home > View Client Intake Forms.
The LEAP Client Intake Forms will open in a new window.
Client Intake form:
Allows for gathering necessary information to start the on-boarding process by enabling your clients to provide their details via a simple online form.
The link below will take you to a more detailed discuss and detailed instructions.
ttps://community.leap.us/s/article/LawConnect-Client-Intake-Forms-US#@getting-started
If you require further assistance please join our helpdesk chat.
Gene Suppell
I don't see that either. In fact, how do I just create a new client? I can't seem to create a new client without creating the matter first.
No where does anything state how these forms are created.
Thank you. I thought it was only me! I'm trying to find out how to actually create it so it shows up in the Client Intake Form list.
Thank you! I felt like I was the only one! Wtf
WHEN YOU DO THIS ........Menu > Home > View Client Intake Forms.
The LEAP Client Intake Forms will open in a new window.
THERE IS NOTHING THERE AND THERE IS NOTHING ANYWHERE THAT SAYS ANYTHING ELSE ABOUT CLIENT INTAKE FORMS
Same here.
It seems like such a huge oversight at the very first step. Wild.
8 months later - still no client intake forms.
Did anyone ever get an answer on this question? I cannot find any client intake forms or how to create them?