If the client's party record already exists in your database, creating an intake directly from the Intakes page is the fastest way to get started.

How to Create an Intake From the Intakes Page

  1. Navigate to  Intakes  > + New Intake.LI_new_intake_.png
  2. Choose Active Intake or Converted Intake.
  3. Select Next.
  4. Fill out the required fields for the new intake.
  5. Select Save.
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