Overview

In Docketwise, you can use our Custom Intakes option to:

  • Build unlimited questionnaire templates for different use cases

  • Ask anything you want by including any combination of questions:

    • Docketwise's pre-made questions, for which responses will be automatically saved to a contact and/or

    • Craft your own Custom Questions

  • Organize Custom Questions into Custom Tabs

  • Include document upload requests with upload buttons for your client (learn more here)

  • Share easily via Email, SMS Text, and Portal invitation

  • Translate the Intakes in Spanish or English

Contents


Creating a New Custom Intake Template

To get started building your Custom Intake, you will need to follow the steps below:

  1. Navigate to Settings > Custom Intakes

  2. Click the + Create Intake button

  3. Name your Custom Intake template

  4. Click the Create Intake Template → button


Editing a Custom Intake Template

In order to make edits to an already-existing Custom Intake Template, you will need to follow the steps below:

  1. Navigate to Settings > Custom Intakes

  2. Click on the title of the Custom Intake Template that you would like to edit


Adding Questions to a Custom Intake Template

Once you have made a Custom Intake Template, you are able to ask any questions you want by utilizing our pre-made questions and Custom Questions!

Adding Docketwise's Pre-Made Questions

When building a Custom Intake Template, you can choose from any of Docketwise's pre-made questions, for which the responses will be automatically saved to the contact and thereafter synced to the contact's other forms in Docketwise; these questions can be found under General, Immigration, Family, and Work & School sections.

After finding the question that you would like to add, simply click the slider bar to active and the question will be added to your Custom Intake!

Creating Custom Questions and Document Requests

In order to create Custom Questions and Document Requests, you will need to follow the steps below:

  1. Navigate to the Custom section of the Custom Intake set-up

  2. Select whether you want to question to:

    1. Provide a space for a response with a short answer

    2. Provide a space for a response with a long answer

    3. Be a Document Request

  3. Type out the Custom Question or Document Request

  4. Click the Add Question button

Adding Custom Questions and Document Requests

After creating a Custom Question or Document Request, simply click the slider bar to activate and the question will be added to your Custom Intake from within the Custom section!


Adding and Using Custom Tabs

Adding Custom Tabs

In order to create Custom Tabs for your Custom Questions and Document Requests, you will need to follow the steps below:

  1. Navigate to the Custom section of the Custom Intake set-up

  2. Select the checkbox for Add custom tabs

  3. Name your new Custom Tab

  4. Click the Add Custom Tab button

Using Custom Tabs

In order to use Custom Tabs, you will first need to add a Custom Question or Document Request to your Custom Intake Template. After adding the Custom Question or Document Request, you simply drag the question to the desired tab.


Sharing/Sending a Custom Intake

In order to share a Custom Intake with a contact, you will first need to create the Custom Intake as a Smart Form by following the steps below:

  1. Click the Create New ▼ button from your Docketwise dashboard

  2. Select Form

  3. Select your Custom Intake Template under the option for Forms that you would like to prepare

  4. Indicate the client associated with forms

  5. Indicate the matter associated with the forms (optional)

  6. Click the Create Form button

After creating the Custom Intake as a Smart Form, it can now be shared with the client via the following methods:

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