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Is there a paper version of the intake form?

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

Yes. For contacts who want a big picture understanding of everything the intake form asks for before they start the form, and/or a way to complete the form by hand, please provide this paper version of the intake form: https://docs.google.com/document/d/1INoyD6E-OJyxGMNmUUyaeisnIHlB33UYOjqDrOw7xMA/edit?usp=sharing

If the contact chooses to complete the form by hand, our recommended best practice is to take the information they provide by hand and enter it manually into their Legacy Architects contact record.

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