Skip to main content

Editing an intake form once it’s been submitted

Editing your intake form after it's been created.

Ori T avatar
Written by Ori T
Updated over 2 years ago

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.

Enjoy!

Did this answer your question?