Click the images to enlarge.
Click Create New and select Form.
Select the client, an optional matter, and the preparer.
Check the box to Include questionnaire so the intake form is sent to the client.
Search for and add the necessary immigration forms (and optional files).
Assign the Beneficiary or Petitioner to the forms, click Apply to all forms to speed up data entry, and click Save & next.
Create document requests by choosing a document type and assigning it to the contact, then click Save & next.
Click Invite contact, choose the delivery method (email, text, link, or portal), and send the intake questionnaire.
Once the client completes the intake, review their answers and the auto-generated immigration forms for accuracy before filing.