How to add a new client in an intake form? - CaseFox

How to add a new client in an intake form?

You can easily add a new client to an intake form by following the few quick steps mentioned below with CaseFox:

1. Log in to CaseFox.
2. In the navigation bar, click on the "Leads" tab.
3. Locate the desired client intake form, and click the "+" icon next to it.
4. Fill in the client's details in the form that appears.
5. Click "Save" to add the client.



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