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CLIENT INTAKE

Client Intake Forms That Fill Themselves Into the File

Send clients a secure online form, collect exactly what each case type needs, and watch their answers save straight to the file. No paper, no scanning, no retyping.

  • Sent as a secure link with an auto-generated access code
  • Every submission travels over SSL encryption
  • Answers save straight to the client's file, no manual entry
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Client Intake

HOW IT WORKS

From Built to Saved, in Four Steps

Every intake form follows the same secure path, from the moment you build it to the moment the answers land in the file. Swipe through to see the full journey.

STEP 1

Build the Form

Create or customize an intake form for the case type at hand. Add date fields, text fields or multiple-choice options, the same field types available on our custom fields, with no limit on how many a case type can have.

STEP 2

Send the Secure Link

Email the form to your client and ProperFile automatically generates a unique access code, so only they can open it. Intake forms can also be accessed from the client’s portal.

STEP 3

Client Fills It Out Online

Your client answers at their own pace from any device. Every submission travels over SSL encryption, so their information stays protected.

STEP 4

Answers Save to the File

Responses are automatically added to the client’s file the moment they are submitted, no printing, scanning or retyping required.

WORKFLOW

Create, Customize and Share Intake Forms

Share Forms Online

Email your client a secure link and let them fill out the form on their own time. Every submission downloads straight into their file, no extra step required.

Customize Per Case Type

Add, edit or customize intake forms for each case type. Use the same date, text and multiple-choice field types as our custom fields, with no limit on how many you add.

Save Time, Go Paperless

Skip printing, scanning and filing. Capture what you need up front and keep every case file complete from day one. Pair it with a client intake follow-up system to keep new leads moving.

FAQ

Frequently Asked Questions About Intake Forms

Our software will automatically generate an access code that will be e-mailed to the client when a form is sent. All information is sent through the web securely through SSL encryption.

Additionally, clients will be able to access the intake forms directly from the client portal.

Whether you need to save dates, text or multiple choice options, we got you covered. Our simple but easy to use client intake fields management tool will make it easy to store all types of information from your clients.

There is no limit on how many field types you want to use to collect information from your clients.

Capturing the Right Information Starts Before the Case Does

We understand that capturing the right information from the initial stages of pre-screening to retaining clients is crucial.

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