You can link an intake submission to a contact in just a few clicks.
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.
Intake forms overview
Create custom intake form
Share intake forms to your contacts
Edit/remove fields in intake form
Store completed intake form submissions
Delete intake submission
LawGro is a cloud based online law firm practice management software - it enables lawyers to increase client happiness and grow law firm business.