How to activate the Custom Intake 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 arrow at the end of the Settings row.
Select Edit.
A pop-up window will appear.
Toggle the button under Custom Intake to On.
Click Save.
Custom Intake is now activated.
Next Step: How to Build Custom Intake Forms