Intake by link
Goal. Send the client a link to fill in the details of a case form and receive them as a PDF among the case documents.
Prerequisites. The form must have intake fields defined in "Settings" › "Services" › "Manage the forms catalog". For the "Send to client" button, messaging connected in "Settings" › "Integrations" and the client's consent.
How it works
The "Client intake" section of the case page shows each case form with its status: "Waiting for client" or "Received". Each link is single-use and expires after 14 days; generating a new one voids the previous. When the client submits the form, the answers arrive as a PDF under "Documents", the status changes to "Received" and the team gets the "Intake received" notification. What the client sees is described in the "Pages for your clients" category.
Generating and copying the link
- On the case page, go to "Client intake" and, next to the form, click "Generate link".
- The CRM shows the link with the notice "Link created. Copy it and send it to the client — it is shown only once.".
- Click "Copy" and deliver it to the client. With messaging connected, "Send to client" sends it over WhatsApp or email with the intake template.
With a current link, the button is renamed "New link".
Troubleshooting
- "This form has no intake fields. Define them in Settings > Forms.". Without fields there is nothing to fill in; an administrator must define them.
- "The client has no active communication consent". "Send to client" cannot be used; copy the link and deliver it yourself.
- "The link template is missing in Settings > Templates". An administrator must create the intake template.
- The client says the link does not open. More than 14 days have passed, it was already used, or a new one was generated afterwards. Generate another and resend it.
