Work with Forms & Questionaires

Forms auto-fill from the client profile and case; questionnaires let clients verify and provide data directly.

When to complete this task

Whenever you’re preparing a filing or gathering intake information.

Basic steps

• Case Profile → Forms → open a form
• Use Party on Demand to switch data sources
• Email forms as Editable HTML or Read-only PDF
• Use Intake Wizards when available

Step-by-step instructions

Step 1: Open Case Profile → Forms and select a form

Step 2: Review auto-filled data; use Party on Demand to switch data sources for a section

Step 3: To send forms to a client: select forms → Email → choose Editable HTML (client edits in portal) or Read-only PDF

Step 4: Accept returned forms and questionnaires via Mailbox → Accept

Step 5: Use Intake Wizards (wizard versions of forms) to streamline client data entry

Notes

•  Form Always Override allows one-off edits without changing the client profile
• Auto Reduce Font helps long entries print correctly