You can link an intake submission to a contact in just a few clicks.

  1. Go to Intake Forms and click Intake Submissions

    2. Select an intake submission you want to link to a contact.
    3. Click Operations Menu.
    4. Click Link to Contact.

    5. A pop-up window opens, select the Contact and its associated Matter from the             dropdown provided.
    6. Click Save.


Related Articles:
Intake forms overview
Create custom intake form
Share intake forms to your contacts
Edit/remove fields in intake form
Field types
Store completed intake form submissions
Delete intake submission


About LawGro:

LawGro is a cloud based online law firm practice management software - it enables lawyers to increase client happiness and grow law firm business.

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