Client Intake Form

Use the Client Intake feature to allow any staff member to quickly and easily collect information about new clients and cases. Later these entries can be reviewed by an attorney who can then decide to Accept or Reject them.

 

• Ideal for collecting information while interviewing a client on the phone.
• Easy to use, very little training needed.
• Entries can be reviewed by a more senior staff member at a later time.
• Rejected cases are kept in the database along with the reason for the rejection so you have a record of them.

All fields are displayed on one form so there is no need for extra scrolling or for flipping through different screens.

 

Client Intake Window - Click for large version