How to share a client intake form link? - CaseFox | Online Take Form

How to share a client intake form link?

You can easily share the client intake form link by following a few quick steps mentioned below with CaseFox:

1. Log in to CaseFox.
2. In the navigation bar, click on the "Leads" tab.
3. At the top-left you will find a client intake form link.
4. Copy it or share it as needed.



    • Related Articles

    • Client Intake Form Integration with My Law Firm Website

      To grow your firm, you need a robust client intake process. Your client's process should be simple and seamless. With the CaseFox website development feature, you get a client intake form and a contact form that makes the intake process seamless. ...
    • 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 "+" ...
    • How to delete the intake form?

      You can easily delete 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. Hover over the desired client intake form, at the right side locate the ...
    • How to mark it as read to an intake form?

      You can easily mark the client intake form as read 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. Hover over the desired client intake form, towards the ...
    • How to create an intake form and generate a URL?

      You can easily create an efficient client intake form by following a few quick steps mentioned below with CaseFox: Login -> Leads -> Create Intake Form and Generate URL 1. Log in to CaseFox. 2. Click on the "Leads" tab present on the navigation bar. ...