Completing Intake Forms

AbacusLaw provides several standard Intake Forms that can be used. It's good to become familiar with these before jumping into creating your own.

1. Select Matters > Intake Forms and a submenu appears. All available intake forms are listed at the bottom. Click Recent Intake Forms for a list of most recently used Intake Forms.

2. Click an Intake Form and it appears.

3. Complete the Intake Form with the client and case data. Following are a few tips to help you:

   1. Use the timer at the bottom of the Intake Form to record your time spent.

   2. Click the spell check button to check your spelling within memo blocks.

   3. Click the Save Draft button at the bottom of the Intake Form to save a draft of your work. When you click this button you will be prompted to name the draft.

4. Click Create Records and Close. The matter, name, and related records are all created for you in AbacusLaw based on the information entered into the Intake Form.