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How to Add a Middle Name Field to Client Information and Related Contact Info Blocks in Intake Forms?
How to Add a Middle Name Field to Client Information and Related Contact Info Blocks in Intake Forms?

Add middle name field to Lawcus intake forms. Customize client and contact info. Follow the steps to add.

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

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:

  1. Navigate to Settings after clicking on the Avatar icon

  2. Navigate to Firm Settings

  3. Click on Organization Preferences

  4. Under the “Client Name Format” section, please select the desired name format with middle name

  5. Click on “Update” to reflect the changes across.
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