Complete your onboarding forms

Your law firm may need a few onboarding 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. from you before you start, such as your contact details or your consent to sign documents online. Your answers save as you go, so you can finish later.

1. 1

   Open your forms

   At the top of any portal page, a reminder says how many onboarding forms you still have to fill in, and names them. Tap Fill in forms. The reminder shows while your law firm is waiting for a form from you.

   You can still read your cases meanwhile. Your law firm may ask you to finish first before you post, sign or pay anything on them; if so, trying takes you to your forms.

2. 2

   Fill in the form

   Some answers are already filled in from your profile, so check them. Fill in every required field.

   To sign, tap the signature box. Draw your signature, choose Type to type your name, or choose Image to use a photo of your signature.

   To stop, choose Cancel. Your answers and signature are kept, and the form opens where you left off.

3. 3

   Submit it

   Choose Submit. If you owe another form, it opens next; the dots at the top show how many there are. After the last one, you're back on the home page.

What happens next

Your law firm gets a copy of each form you submit, and the reminder goes away once every form is done. If your law firm updates a form later, you may be asked to complete it again.

If something goes wrong

• "First, you need to fill in the required fields" Fill in every required field, then choose Submit again.