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