Lisa White (Customer) asked a question.
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Hi @Lisa White (Customer). You will need to go to the app marketplace and enable the perfect portal. You will then go to menu - home - perfect portal dashboard and register. These are general intake forms not customizable to matter types at the moment.
Thanks Lori. I followed the steps and now it is asking me to book a demo (does not give me the option to register). Why do I need to book a demo? Is there an additional charge to use client intake forms?
Hi @Lisa White (Customer) my apologies for an incomplete answer! Once you enable it, open any matter and click on the Intake & Updates button on the LEAP ribbon in the matter, it will be close to the very end. If you have any additional questions, please feel free to reach out to us via support chat or by sending an email to us at support@leap.us.
Have a great day!
Lori Villiarola
Help Desk Technician