Ideas & Enhancements

Intake Form with All Intake Information

Previously we received a PDF in the file with all the information the client has provided in one document. It listed their contact info, the accident summary, the police department, police report number, their injuries, what hospital they went to, their injuries, the health insurance information, etc.


As it is now, some info is on the Case screen and some is on the Party screen, but the information is limited and/or missing.

  • Guest
  • Oct 27 2023
  • Attach files