CampLegal Intake Not Creating Spouse Contact

CampLegal Intake Not Creating Spouse Contact

⁉️Problem

This article addresses a scenario where a contact for a client's spouse isn't being created, even though the intake requests their information.

Symptoms:

  • You've accepted an intake that asks for spouse information.

  • Client information gets populated, but spouse information is missing.

  • No error messages are displayed.

Cause:

The missing "Are You Currently Married?" question in the intake form prevents the contact creation.


🌱Solution

  1. Verify the Intake Question:

    1. Go to your client's profile and review the intake used.

    2. Check if the question "Are You Currently Married?" (Yes/No) is present.

  2. Update the Intake Form (if missing):

    1. Navigate to Settings > Intakes.

    2. Edit the intake used for this client.

    3. Important: Remove the "Current Marriage History" header.

    4. Go to "Person History" and re-add the "Current Marriage History" header.

    5. Click "Done" to save changes.

  3. Resend Intake:

    • Go back to your client's profile and send a new intake.




InfoStill Having Issues?
If the problem persists after verifying the question and resending the intake, contact CampLegal support at Support@Camplegal.com. 

    • Related Articles

    • Form Error 500: Unable to Open Form

      Problem Users are experiencing a "500 Error" when trying to open certain forms within the system. This issue specifically occurs when a case participant has multiple spouses listed in their contact profile. Other forms assigned to the same contact ...

    • Error uploading a Document

      Problem Are you getting an “INTERNAL_SERVER_ERROR:Undefined” when trying to upload a document? The most common causes for this error are the document size and document name. Solution The issue should be fixed by following these steps. The document ...

    • How-To Contact Dropdown w/ Family Dependents

      CLICK TO LEARN HOW CampLegal Intake Not Creating Spouse Contact Page: Form Error 500: Unable to Open Form Page: How-To Autocomplete Search Page: How-To Sending Payment Link Page: How-To Add A Contact As A Company

    • How-To Accepting Payments

      CLICK TO LEARN HOW Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: Form Error 500: Unable to Open Form Page: How to send an Intake Page: How to create Invoices and link Payments to QuickBooks Page: Error uploading a Document

    • How to send an Intake

      Intake forms are essential for gathering crucial information from clients before consultations or casework. Our platform makes sending intake forms a breeze! This article will guide you through the process of sending intake templates to your clients ...