Home‎ > ‎Client Intake‎ > ‎

Initial Information

This step collects the basic contact information about the client. Some things to be aware of:

Organizations vs. Individual Clients

The toggle defaults to "No" suggesting an individual. If the user is entering an intake for a client that is a group, and he or she changes the toggle to "Yes", certain fields disappear a prompt for an organization name will appear.

Phone Numbers

Entering numbers will automatically format. If the numbers are not entered correctly the text will appear red and users will not be allowed to continue.

Date of Birth

The date of birth automatically calculates the age of the client. Legal Server tracks his or her current age as well as the person's age at the time of the intake.

Zip Code

When users enter the applicant-€™s zip code they will be given a list of best matches from which to choose. Upon making a choice the county and state fields will automatically populate.