Admin
Forms
| Name | Status | Versions | Workflow | Submissions | Client links | ||
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| Cal's Corporate Intake A demo corporate intake for entity, transaction, and governance work. | Active | 1 | Cal's Corporate Review | 0 | 0 open 0 done |
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| Evelyn's Employment Intake A demo employment intake for workplace advice, claims, and investigations. | Active | 1 | Evelyn's Employment Review | 0 | 0 open 0 done |
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| Frank's Intake Form A friendly sample intake form for a quick new-matter walkthrough. | Active | 1 | Frank's Intake Review | 0 | 0 open 0 done |
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| Maya's Billing Setup A demo form for opening billing details before work starts. | Active | 1 | Maya's Billing Approval | 0 | 0 open 0 done |
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| New Matter Intake Starter intake form for collecting the first wave of client and matter details. | Active | 1 | Standard Intake Review | 3 | 0 open 0 done |
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| Nina's Litigation Intake A demo litigation-focused intake form with a short review path. | Active | 1 | Nina's Litigation Review | 0 | 0 open 0 done |
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| Olivia's Quick Conflict Check A demo form for light conflict-screening scenarios. | Active | 1 | Olivia's Conflict Review | 0 | 0 open 0 done |
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| Rosa's Real Estate Intake A demo real estate intake for acquisitions, leases, and property questions. | Active | 1 | Rosa's Real Estate Review | 0 | 0 open 0 done |
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| Theo's Outside Counsel Request A demo request form for coordinating outside counsel work. | Active | 1 | Theo's Counsel Coordination | 0 | 0 open 0 done |
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