You can access the full list of intake forms from within the triConvey Desktop App and the triConvey Companion Site Web App at any time.
Table of Contents
1. Select File from the top-left corner and then select Intake Forms.
2. Select the drop-down menu next to the filter to view All forms, Lead forms or Matter forms.
2. Select the drop-down menu next to the filter to view All forms, Lead forms or Matter forms.
Tip: If your firm has created custom lead intake forms, these will also be listed when you only filter for All forms or Lead forms.
1. Select the gear icon from the bottom-left corner and then select Intake Forms.
2. Select the drop-down menu next to the filter to view All forms, Lead forms or Matter forms.
2. Select the drop-down menu next to the filter to view All forms, Lead forms or Matter forms.
Tip: If your firm has created custom lead intake forms, these will also be listed when you only filter for All forms or Lead forms.
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