Leveraging Intake Forms Beyond the Intake Process

CARET Legal’s Intake Forms allow firms to easily collect information during the intake process, but their utility doesn’t end there. During this webinar, CARET Legal’s Director of Training will share a comprehensive overview of how CARET Legal’s intake form functionality can be used throughout the lifecycle of a matter.

During this session, we will explore:

• The creation of documents using intake form data
• How these forms can be repurposed for other stages of a matter
• Ways in which these forms can be leveraged to help users create powerful Matterscapes