Intake
Build intake forms and collect new client information.
- Create an Intake FormIntake forms let you collect information from prospective clients before opening a case.
- Add Fields to an Intake FormFields are the individual questions on an intake form.
- Send an Intake FormOnce your intake form template is ready, you can send it to prospective clients to collect their information before opening a case.
- View Intake ResponsesWhen a client submits an intake form, their responses appear in the Responses tab of the Intake page.
- Convert an Intake Response to a CaseOnce you've reviewed a client's intake responses, you can convert the response directly into a new case in Clasp — no manual re-entry needed.