Internal Dispatch — Client Intake

Practice Area*

Matter Number or Lead Number*

Enter the Caret matter number, lead number, or client name if the matter hasn't been opened yet.

Client Email Address*

The client will receive an email with a link to their intake form.

Team Members to Notify*

Select each team member who should be notified when the client completes the intake form.

Attorney-Side Questions

These optional questions help tailor the client's intake form. Answer what you know — the client will see fewer irrelevant questions.

Client Type

Is the client a property management company or individual landlord?

Notice to Quit Served?

Eviction Type If Known