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How do I find my static link to share with contacts to start the intake form?

Christian Cruz avatar
Written by Christian Cruz
Updated over 2 years ago

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.

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