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Activate Client Intake Forms

Updated over a month ago

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.

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