You have the option to directly email an Intake Form from MyCase to your client's or potential client’s email inbox. This article shows you the client's experience when emailing an Intake Form.
When you select the option to email an Intake Form to your client or potential client, you will see a confirmation screen displaying the name of the Intake Form, their email address, and the ability to send a custom message.
After you email your client or potential client an Intake Form, they will receive an email with a link to complete the form. They can see if you added a custom message to the email, as pictured below:
Once your client clicks the link to view the Intake Form, they will be prompted to complete the Form. They can complete the form all at once or save their changes and complete it at a later time.
Note: This email will come from MyCase's No-reply email address.