Sending consent forms to clients
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Hi Y'all, 

 

How can I customize which consent forms to send to clients? When I've tried to send to a sample client, it shows me a list of 20 or so and it gets confusing. Wondering if there's a way to minimize that the select ones I'll be using. Thank you!

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    Rebecca Rawczak

    Also wondering- I made my consents myself as part of intake then sent them to my sample client and there were these random general consents that I didn't seem to have access to any other way.  I wish those were editable in the same ways as the others or I could put mine as Consent and not just Intake forms.  Seems glitchy.

    Also wondering- I made my consents myself as part of intake then sent them to my sample client and there were these random general consents that I didn't seem to have access to any other way.  I wish those were editable in the same ways as the others or I could put mine as Consent and not just Intake forms.  Seems glitchy.

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    Terry ONeill

    Where can I find a consent form, so I can speak with my clients attorney?

     

    Where can I find a consent form, so I can speak with my clients attorney?