Advice and answers from the Docketwise Team

Custom Intakes

Build your own intakes with custom questions

Intakes enable you to collect all and only the information you need.  

With Intakes you can:
  • Build unlimited questionnaires for different use cases
  • Include any combination of Docketwise questions, or craft your own questions.  Ask anything you want!
  • Include document upload requests with upload buttons for your client.  Learn more here
  • Share the Intakes via email or SMS
  • Translate the Intakes in Spanish or English
To get started:
  • Navigate to Account Settings
  • Click "Custom Intake"
  • Name your intake
  • Select the questions you want to include
  • Click "Custom" to write your own questions
  • To invite a contact to your custom intake, click "Create New" from your dashboard and select "Form".  Your intake will be available from the dropdown list of forms

Updated: 9 days

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