Client Matter Intake

This process can be downloaded and imported into your Integrify instance. The downloadable .json file is at the bottom of this page. Directions for importing processes.

The process of adding a new client or new business requires collecting a variety of data points about the client, stakeholders, and case. This process can be complicated if different departments need to provide or use information collected to set up new clients/matters.

Form

Process

Note: Processes are zipped for easier download. Click here more information on using zip files.