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Review a client's intake forms

See which intake forms a client has completed, open their answers and signed copy, and clear a form so they fill it in again.

Takes about 2 min Updated Oct 24, 2026

In this article5 sections

Each person's intake formsIntake form A form new people must complete before using the portal, such as contact details or consent; clients see it as an onboarding form. are the onboarding forms your hub asks them to complete. In the Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings., you can read a client's answers, download the signed copy, or ask them to fill a form in again.

  1. Open their intake forms

    In Users, choose the pencil icon, Edit User, on the client's row, and open Intake Forms. It lists the forms your hub asks of them, each Completed or Incomplete.

  2. Read their answers

    Choose View form, the eye, on a form. It opens read-only, with their answers and their signature, whether they drew it, typed it or used a photo. Choose Close to go back.

  3. Download the signed copy

    In the Signed copy column, choose Download to save a completed form's signed copy, a PDF. Signed beside it shows when they signed. The copy is ready a minute or two after they submit. Until then, the column says "A new signed copy is being made."

  4. Ask for it again

    Choose Delete form, the bin, on a completed form, and confirm. The form goes back to Incomplete. Nothing is lost: their answers and signature come back as a draft for them to check and submit, and the last signed copy stays available.

What happens next

  • When a client submits an intake form, your hub's Admins and Managers get a "Signed Intake Form" email once its signed copy is ready, with a link to their intake forms.
  • Each new submission replaces the signed copy. If the newest copy can't be made, the column says "The newest signed copy couldn't be made." and still offers the earlier one.
  • The client isn't told when you clear a form. They're asked to complete it again as your intake settings say. See Require clients to complete intake forms.
  • Clients can't download their signed intake form. Send them a copy if they ask.