Send an Intake Form

Once your intake form template is ready, you can send it to prospective clients to collect their information before opening a case. Clasp generates a unique link for each submission.

How to send an intake form

1. Click Intake in the sidebar.
2. Select the template you want to send from the Templates tab.
3. Click Send (or the send/share button on the template).
4. Enter the client's name and email address.
5. Click Send to deliver the form link to the client.

What happens next

The client receives an email with a link to complete the form. Their responses will appear in the Responses tab of the Intake page.

Each form submission creates a separate response entry. You can view, review, and convert each response into a case individually.

You can resend the form if the client has not responded.

Related: Create an Intake Form · View Intake Responses · Convert an Intake Response to a Case