Material(s) on how the Client will complete the Client Intake Form
When your client receives the Client Intake Form and they are in it, all throughout the form are help buttons to help with any questions they have on that screen.
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Client Intake
This section contains questions regarding the online Client Intake Form.
If you don’t find the answer to your question, please email content@interactivelegal.com.
Using Clio and the Client Intake Form
You could import the Client from Clio, then create the client intake form. The form would be pre-filled with whatever data was found in Clio.
Client(s) may want a child or a “party” to act as a Trustee or Health Care Agent etc..…
InterActive Legal designed the Client Intake Form to minimize you and/or staff's time spent in the Client Interview. The Client Intake Form is not an overall "Estate Planning Intake Form" and is not designed for that purpose. You may have…
The client cannot complete the automated online client intake form
We have three other intake forms in the program if a client can’t complete the online form.
Do I still need to run the Client Interview if my client has submitted the Client Intake form in ILS…
Yes, you will still have to run a Client Interview after your client submits their intake form.
How to set the default email app when opening the Client Intake Form email?
Changing your computer's default email application.
Why doesn’t the Client Intake Form include questions about the actual Estate Planning needed?
InterActive Legal designed the Client Intake Form to minimize you and/or staff’s time spent in the Client Interview.
Is the Client Intake Form available for ILS Legacy Users?
No, the Client Intake Form is only available in the Online Program of InterActive Legal.
