You have the option to directly email an Intake Form from MyCase to your client's or potential client’s email inbox. This article shows you the client's experience when you email them an Intake Form.
When you select the option to email an Intake Form to your client/ potential client you will see a confirmation screen with the name of the Intake Form, their email and you have the ability to send a custom message.
After you email your client/ potential client an Intake Form, they will receive an email with a link to complete the form. They will be able to see if you added a custom message to the email, as pictured below.
Once your client clicks the link to View Intake Form, they will be prompted to fill out the Intake Form. They will be able to complete this form all at one time or save their changes and then follow the same link to complete the form at a later time.
Note: This email will come from MyCase's No-reply email address.