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How can I do a test run of the intake form?

The intake form is your contact's first interaction with Legacy App and is the place where your contact provides Client Details.

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

We highly recommend you do a personal test run of the intake form so you can become familiar with the experience your contacts have from their end.

IMPORTANT: When you are doing a test run of the intake form, be sure to use an incognito or private window, or a new browser altogether. Do not use the same browser you use to log into the Legacy App with your law firm login.

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