Fiona Baxter (Customer) asked a question.
I have read the article about LawConnect which indicates that Client Intake Forms can be used, I can also access the Client Intake window in Leap. I cannot however see any information on how to create a Client Intake form. Can someone direct me to this please?
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I recently got Leap and saw the same thing online, thinking it was a great idea. During the setup session, they said that they got rid of the intake forms system and now use Perfect Portal intake forms. So you can use PP intake forms for free and view them in the PP web dashboard. Very basic though. Just a lead/enquiry form, unless you purchase the pro version of PP.
I am having the same issue, unable to locate this anywhere and note your query has not been responded to in over a year.