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Here are some instructions to help you to use the dashboard or spreadsheet. If you need to upgrade your matter from questionnaire to dashboard then you can read those instructions here.
These instructions presume that your client has completed the online intake questionnaire, so there is already some information in the dashboard.
If you want the client to complete all of the information, including uploading all of the attachments from the start you can do that too. Have a look at the instructions for choosing which sections to send to your client here.
If you need to send your client some instructions to tell them how to get started using the client intake questionnaire, we have provided those here.
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