Intake forms are essential for any organization to collect accurate and complete information from their clients. Lawcus allows you to customize your intake forms to suit your organization's needs. This includes the ability to add a 'Middle Name' field to the 'Client Information' and 'Related Contact Info' blocks.
Here's how to do it:
Navigate to Settings after clicking on the Avatar icon
Navigate to Firm Settings
Click on Organization Preferences
Under the “Client Name Format” section, please select the desired name format with middle name
Click on “Update” to reflect the changes across.
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[intake forms, client information, related contact info, middle name]