NOTES:
To build custom intake forms, you must have custom intake activated for your firm. How to activate custom intake
This can only be done by firm admins or users with Manage Custom Intakes permission.
One custom intake form for each case type can be created.
Custom fields are not available on the Client Intake Form.
How to Build Custom Intake Forms
Navigate to the
Icon in the top right corner of your account and select Custom Intake.
Click Add Custom Form.
A pop-up window will appear.
Fill out the name of the form and the case type on which you want it to appear. Typically the name of the form will be the same as the case type it is associated with.
Click Next.
This will save your form to the custom intake form list. The next steps will walk you through creating the rest of your form.
You will be prompted to select field types you want to be included in your custom intake form. Field types are:
Checkbox
Multiple checkboxes
Date
Email
Radio
Dropdown Menu
Text
Paragraph
You will be prompted to add information to the fields. Depending on the field you choose, it will be some combination of label, choices, help text, and required.
When you've finished entering the information, click Save.
You will be taken back to the Select a Field Type screen. You will see the form you just created.
Continue selecting and editing fields until your form is complete.
Once you enter at least two fields, you will be able to drag fields into the desired order.
When your form is finished, click Save Ordering.
This will save the ordering of your form and will make it accessible from the custom intake form list. However, you will still be able to edit the form more if you desire.
Your form will be ready to view once you close out of the pop-up window.