How Shared Links Work (And Why They're Secure)

FasterOutcomes uses shared links to make the client intake process both secure and easy — no password setup or logins required.

• When the intake is sent, the client receives a single-use secure link tied to their email or phone number.
• Clicking this link logs them in automatically to access their form — no credentials needed.
• If they return later, they can request a new secure shared link to pick up where they left off.
• The form session automatically expires after a set period or when the form is submitted.

Why this matters:

• It eliminates friction while keeping unauthorized access out.
• Each link is encrypted, time-bound, and tied to identity.
• It’s easier for clients, and safer for your firm.

Tips for Best Results

• Encourage clients to complete the form within 24–48 hours to avoid delays.
• The form auto-saves progress, but encourage clients to finish it in one sitting if possible.
• Review submissions carefully — you can edit or annotate fields before generating documents.

Troubleshooting

• Client didn’t receive the link? Resend via the Matter dashboard or copy the link manually.
• Client submitted incomplete info? You can update fields manually or follow up for clarification.
• Need to edit after submission? Intake forms are fully editable post-submission by your legal team.