After you've created your Intake Template, the next step would be to get it filled out by you or your client to create a new Intake.

To create a new client intake form, follow the steps below:

1) Click on "Documents", and then click "Intake Forms".

2) Hover your mouse over the Intake Form you would like to use and select "Intake".

3) Select the desired intake form template, then click "Continue".

Note: Make sure that you do not select a contact or matter if you're not updating a client's information with this form. Also, you can also copy and paste the intake form link to share with your client via email.

4) Now you or your client can fill out the form! 

Note: PracticePanther's Intake Forms are responsive. They can be filled out on mobile devices, like iPhone, iPads, or Android devices.

5) Click the box next to "I'm not a robot", pass the CAPTCHA test, and click "Save".

Note: The CAPTCHA test exists to prevent bots from automatically filling out your intake form and spamming your PracticePanther.

When a form is submitted, you'll receive a notification, via PracticePanther, that an intake form has been logged successfully!

Additionally, if you have set the intake form template to email the user, when an intake form is submitted, you'll receive an email to the user's email addressed that is assigned to the intake form.

When you set your intake form template to create a contact/matter, and the form has been successfully filled and submitted, your intake form will create a new contact/matter under the tag by the name of the intake form used, as shown below.

When you set your intake form template to create follow up task, a new task will be created for you after the intake form has been submitted. You can view your recently created activities by clicking here.

Enjoy!