Create an Intake Form
Intake forms let you collect information from prospective clients before opening a case. You build them as templates in Clasp and can reuse them across different case types.
The Intake page lists your templates and the entry point to create one.
Create a new intake form template
Click Intake in the sidebar.
Click + New Template in the top-right corner.
Enter a name for the template (for example, "General Intake" or "Family Law Intake").
Add fields to collect the information you need. See Add Fields to an Intake Form for details.
Save the template.
Managing your templates
Your saved templates appear on the Templates tab of the Intake page. Click any template to edit it.
Tip: Create separate templates for different practice areas — for example, one for family law and one for immigration — so each form only asks the questions relevant to that case type.
Related: Add Fields to an Intake Form · Send an Intake Form · View Intake Responses