MatterSuite | Leads/Client Intake

Leads/Client Intake
How can I access and create the Intake Forms in MatterSuite
Go to the Settings tab from the top navigation bar. Select Lead & Contact Settings. Click on Intake Forms.
How do I create a new intake form?
Click the + Add Intake Form button at the top-right corner. Enter the Form Title (e.g., Client Intake, Contact Intake). Add the desired fields (like Name, Phone, Email, etc.). Click Save to create your new intake form and copy that link.

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MatterSuite | Leads/Client Intake | Knowledge Base