Intake

26 votes

Add an Intake Feature - The Client Completes Intake Form within the System and their Info Automatically populates in the system; as well the document automation function.

Under consideration Matters Suggested by: S D Banks (09 Jan, '19) • Upvoted: 30 Mar, '22 • Comments: 1

Comments: 1

26 Feb, '19
Glen Tschirgi
There is already most of this feature now. If you create a custom page in the client's file, you can give them access through the Client Portal and make those fields 'editable' that you want them to fill out. You can tie those fields to your document templates to auto populate the docs. It only works for that, one file but unless your client has multiple files that use the same, exact info it shouldn't be a problem