Who has access to intake forms?

Your completed intake forms.

PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

Anyone who is assigned to a specific contact and matter will be able to see any intake form that has been filled out and submitted by the client.

Access to creating intake form templates can be adjusted by checking on/off the "Settings & Billing" feature found here in the security role settings. For more info on security roles, click here!

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