How to complete client intake in a Will & POA matter

To complete client intake for a Will or a Power of Attorney

1. On the matter forms page click on the share icon next to Wills & POAs form
   
   
2. Select the client. If you wish to preview the form to see what the client would see before sharing the form, click on Preview, otherwise click on Share by email or Share by SMS and skip to step 4.
   
   
3. If you preview the form, it will open it in preview mode. If you are satisfied with the way it looks, click on Share form at the top of the screen and click on Share by email or Share by SMS.
   
   
4. The compose window will then appear with the draft text that will be sent to the client. You can modify the text if you wish. If you're happy with the way the email looks, click on Send.
   
   
5. The client will receive an email or text message and will be able to complete the Wills & POAs form