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Table of Contents
Overview
You can stop wasting time manually entering information during the intake process and instead streamline the collection of case and contact information with MyCase Intake Forms. Watch the video to learn how.
How to Create an Intake Form
To create a new intake form in MyCase:
Navigate to Settings.
Select the Intake Forms.
Select Add Intake Form.
Enter Basic Form Information
Add the Form Name. Label your form to give it a title that will help you recognize it in the future. Common names include Family Law Intake Form, Criminal Law Intake Form, etc. You can create different Intake Forms in your account, so the more descriptive you can be in naming them, the better.
Add an optional Form introduction. This space allows you to give the reason for this specific form. You can provide additional information about the form and instructions on how to complete it. Note: Both of these will appear at the top of the form when it is being completed.
Add Form Fields and give them user-friendly labels (what your clients will see when they fill out the form).
You can add all standard Contact Fields and Custom Fields, as well as any Case Custom Fields that you have set up from the Category section. If you would like to learn more about adding Case or Contact Custom Fields, you can click here.
You can also set up Unmapped Fields, which will allow your clients to enter unique information.
Fields match what is already existing in your MyCase account, while Client Friendly Labels allow you to rename the field to make it easier for your clients to understand and respond to the question. For example, your custom field may be listed as SS#, while the User Friendly Label can be listed as Social Security Number.
If you would like the form to require a specific field, be sure to select the checkbox for "required" under the Client Friendly Label.
When you have completed your new Intake Form, select Save Changes in the upper right-hand corner.
How to Apply an Intake Form to a Lead/Potential Case
A lead is created by entering their first and last name into the system. You'll have the ability to enter a lead's potential case details by selecting them from the dashboard. Within the Potential Case Details page, click on the Intake Forms sub-tab. To learn more about Leads, click here.
Click Add Intake Form on the right-hand side of the screen.
From the pop-up window, select which form you would like to apply.
Enter the lead's email address if you would like to send the form by email (if not already listed)
Add a message or keep the default message.
Select Save & Send to email it directly, or select the down arrow and choose Save & Send Later to add it to this potential case.
If you'd like to fill out the form yourself, select the Save & Fill Out Now button.
How to Apply an Intake Form to a Case
Not only can you apply an Intake Form to a potential case, but you can also apply an Intake Form to any existing case.
To apply an intake form to an existing case, navigate to the specific case that you would like to apply it to.
Under the Items & Info tab, select the Intake Forms sub-tab.
Next, click the Add Intake Form button on the right-hand side.
Select the form you would like to apply and enter the client's email address (if not already listed) and any message that you would like.
Click Save & Send to email it directly to your client now, or select Save & Send Later to add it to this case for later use.
If you'd like to fill out the form yourself, select the Save & Fill Out Now button.
How to Complete an Intake Form
There are several options when completing an Intake Form within MyCase.
You can email the form to your potential client or an existing client directly from the Intake Forms tab in Settings.
You can choose to email it to them after applying the Intake Form to a potential case or an existing case.
You can apply the Intake Form to either a potential case or an existing case, and then complete the form directly in your MyCase account.
Email the form from MyCase:
To email an Intake Form from your MyCase account navigate to either the Intake Forms tab in your Settings (where you can create new intake forms) or Intake Form sub-tab in the potential case/ case details page. Then, click on the envelope icon next to the intake form on the right-hand side. This will prompt a new window to appear, where you can select the Lead or Contact to whom you would like to send the form, as well as the potential case/ case that it is related to. Then enter the email address that is intended (if not already listed) and any custom message that you would like. Finally, click Send to finalize the process.
Fill out within MyCase:
To complete an Intake Form with your MyCase account, navigate to the Intake Form sub-tab in the potential case/case details page. Then, click on the link icon on the right-hand side of the form's line (pictured below). Once you select this link, the URL will be copied to your clipboard.
Paste this URL into a new window and click Enter. The intake form will open in a new window, listing the Intake Form. Enter the corresponding information and select Submit to finalize the form.
Once the case is completed, all firm users linked to it will receive an email notification confirming that the form has been submitted. A PDF of the Intake Form can be accessed within the Potential Case or Case for your review. Additionally, all contact standard and case custom fields filled out in the form will be populated. If a firm member has already entered information in a field, it will be overwritten with the client's input from the Intake Form.