Log into the Legacy Architects app.
Click "Invite Contact" at the top right.
You have two options from here:
RECOMMENDED: Copy the link shown and then copy that into an email that you send personally or through another automated system such as Clio, Lawmatics, or Keap. Bookmark this link for future reference.
ALTERNATIVE: Send an automated email to a specific email address to invite them to create their account and start the intake form. Type in their email address and click Send Invite.



