In this video we will walk through the Client Intake Module.
Overview
The Client Intake module gives staff the ability to enter contact details, add connections, run conflict checks, set responsible attorneys, add memos, and add reviewers in which to approve, comment, or decline client intakes.
Navigate to the Client Intake Module
Click on Contacts from the left-side menu.
Select the Client Intakes tab.
Create a New Client Intake
Opening the Client Intake
Click the Add Client Intake button.
Client Details
Enter the client details.
Click the Save Details button.
Client Intake Form
Select the desired Intake Form from the dropdown menu.
Complete the Intake Form.
Click the Save Form button.
Connections
Click the Add Connections button to add connections to the contact.
Complete the Add Contact Connection Form.
Click Save.
Conflict Checks
Click the Run Conflict Check Report button.
Complete the Conflict Check Form.
Click the Run Conflict Check Report button.
Responsible Attorneys
Select the manager of the contact.
Select the originator of the contact.
Memos
Click the Add Memo button to add any additional information as a Memo.
Complete the Memo Form.
Click Save.
Documents
Click the Add Documents button to attach any relevant documents.
Upload the Document.
Click Save.
Reviewers
Click the Add Reviewer button to require a teammate to review the Intake Form.
Select the member(s) from the dropdown menu.
Click Save.
Finalize
Click the Decline Representation or Accept Representation button.
