How to upload documents for client intake

You can upload and share documents with any client you choose. Here's how:

  1. Go to My Account > Settings > Client Portal
  2. Click the Shared Documents and Files tab. You have multiple options for adding documents that you can later share with your clients.


Here you can:

  1. Click the Create and Customize Intakes, Notes, & Forms link to create web-based questionnaires for your clients to fill out.
  2. Add practice documents to this page, either as text files or as PDF forms.  


About the text & PDF files

  • When you upload a PDF, you will be asked if you wish to include this form as part of the standard intake forms. Please uncheck this box if you do not. You can always check off any of the forms you wish to include when sending the intake.
  • Text files (that you build in SP by clicking Add New) can be securely and electronically signed by your clients via the client portal.
  • PDF files that you share can be downloaded by the client, but are static and not for signatures. We recommend using them for things like a rate sheet or parking information.
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