Menu Options
Client or Matter Intake Form menu options can be accessed at any time in the Client Matter Intake Module.
Form Menu
Use the Form menu to navigate between areas of the Client Matter Intake Module to:
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Switch between the Client Intake and Matter Intake forms.
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Exit the current form to return to the main menu.
Data Menu
Use the Data menu to:
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Save the current form selections as a template for reuse.
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Manage templates that were previously saved.
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Clear the form to remove all data and return to the default values.
