Intake

Two kinds of forms

• The lead form is the short public form on the firm's site — enough to open a matter and start the conversation, never a deep questionnaire.
• Matter-type intakes are the detailed questionnaires (estate plan, prenuptial, and so on) that collect what drafting actually needs. A firm can publish one per practice scope and edit them in the form editor.

How clients receive an intake

Staff send an intake from the matter — at Contact to qualify early, or at Discovery once engaged. The client gets a magic link by email: no account creation, sections presented one at a time, known details prefilled. Returning by the same link resumes where they left off. Clients of record can also reach their intake as a task in the client portal.

Joint intakes

On a joint matter both spouses work the same intake. Shared sections are answered once; per-person sections (each spouse's own agents, for example) are answered for each. One spouse submitting never locks the other out.

The review queue

Client-submitted answers don't silently overwrite the record. Each submission lands in the review queue as a set of changes — what was on file before, what the client wrote — grouped by section with the whole submission visible for context. Staff accept, edit, or reject each change; decisions and their before/after are kept on the record. Marking the intake processed is the explicit signal that drafting can begin in earnest, and the matter advances.

Form editing

Intake forms are versioned firm artifacts. The editor supports sections, conditional fields, identity fields that map to the client record, and a publish gate that checks the form still captures the identity details the rest of the platform depends on. Drafts can be discarded; published versions are preserved.