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Creating a Lead and Client Profile
Click on "Quick Actions," (on the upper right corner of the screen) to create a lead profile or client profile. Please see the image below and where the arrows point. Creating a Lead Video Creating a Client Video Related articles Page: Searching ...
How-To Tasks
CLICK TO LEARN HOW Related articles Page: Form Error 500: Unable to Open Form Page: How to send an Intake Page: Error uploading a Document Page: Can't see Google Calendar events in Camplegal after connecting my Google Account. Page: How to select ...
How-To Tasks Configurations
CLICK TO LEARN MORE Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: Can't see Google Calendar events in Camplegal after connecting my Google Account. Page: How to select User and Billing Roles Page: BI-Directional — Form ...
How to Create a Client Questionnaire
CampLegal dynamically creates the client questionnaire when PDF forms are assigned to members of the case. As a user assigns forms to a member of the case, the system automatically adds questions to questionnaire, the user does not have to do ...
How to Give Access to the Client Portal
A staff member can give access and take away access to the Client Portal at any time (when creating the client or later in the process). The key to giving access to the Client Portal is to Enable access within the Client’s Profile. Instructions Go to ...