When you or clients submit an intake form, you may want to make some changes to the submitted form.
To edit submitted forms, follow these steps:
1) Navigate to the Intake form page.
2) Find the intake form you'd like to edit and click "Edit".
3) Make the necessary changes and click "Save" at the bottom.
Note: This will not edit the existing contact and/or matter that was previously submitted.
What happens now?
The intake form you selected will be updated with the new changes.