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Can I get a lead's intake form information to their lead file before it is associated with a matter?
Can I get a lead's intake form information to their lead file before it is associated with a matter?

Accessing lead form data based on intake form type explained.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

Whether or not you can get a lead's intake form information before it's associated with a matter depends on the type of intake form you created. If you used a "Lead Information" intake form type, it's possible to get the information.

However, if you used any other form type, such as a referral intake form or intake questionnaire, it's not possible to access the information before it's associated with a matter.

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