View Intake Responses

When a client submits an intake form, their responses appear in the Responses tab of the Intake page. You can review each response before deciding whether to open a case.

How to view responses

1. Click Intake in the sidebar.
2. Click the Responses tab in the top-right.
3. Click any response in the list to open it and review the answers.

What you'll see

Each response shows the client's answers to every field in the form, along with the submission date and the client's name.

Filtering responses

Use the Filters button to narrow responses by status or date.

Next steps

From a response, you can convert it into a case. See Convert an Intake Response to a Case.

Tip: Review responses promptly — prospective clients may be evaluating multiple firms.

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