Complete an Intake Form on behalf of a client

Learn how to generate an Intake Form internally to fill out on behalf of a client.

Getting Started

An intake form can be generated internally for staff members to fill out or to fill it out while speaking with a client.

1.    Open a Matter or a Lead file from the triConvey Desktop App.

2.    Select the Intake tab. 

3.    Select the three dots next to Share Form and then select Prefill for client.

4.   Choose a form from the drop-down menu and select Open.

5.    In the Edit Responses screen, you can start entering the known information.  Information entered will be saved automatically.  Select Submit on the form once you are done adding the information.

Once you have submitted the necessary information, use the back arrow to exit the form.

Should you need to return to the form to edit or enter in more information, select the three dots icon next to the form in your Intake tab, and select Edit Responses.

In the list of intake forms, any non-complete, internally shared forms are denoted by the Prefilled for client status.