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Can I edit the language that is prepopulated in the email?
Yes, you can edit the language that is prepopulated in the email.
Create Client Intake Form for New Client Instructions
Please see instruction images.
Create Client Intake Form for Existing Client Instructions
Please see instruction images.
View the Additional Notes in the Client Intake Form
Please see instructions.
Questions to answer in the Client Interview after the client submits their Intake Form.
The questions you will still have to answer will depend on the Client(s) and the questions they answered.
Delete Client Intake Form
To delete a Client Intake Form, go to the Client Intake Form screen, click on the client intake form you desire to delete, the Intake Form Properties Menu will pop up, in the Intake Form Actions section, click the red button at the bottom…
How can I print the Client Intake Form once the client submits it?
Once you are viewing the submitted client intake form, you can print your client intake form by pressing the "CRTL" key and the "P" key on your keyboard at the same time for the print menu to pop up.
What does the Client Intake Form in ILS Online do?
The Client Intake Form feature of InterActive LegalSuite allows you to send your client some relevant questions from the Client Interview to complete before your meeting with them.
Do you have any materials that summarize estate planning documents in general?
We have a generic summary in writing or in the form of a graphic or slide deck, and we also have a sample client communication. The client communication was written specifically for a very simple estate plan in Texas, and would need to be…
Copying a Matter/Creating Mirror Images-InterActive Legal Online
Instructions for how to copy a matter/create mirror images.
