How to Complete the Client Intake Form

A complete intake is the foundation for everything FasterOutcomes generates — from demand letters to medical chronologies. Whether you're a legal professional filling it out yourself or sending it to your client, here's how to ensure it gets done right.

Two Ways to Complete the Intake Form

You can either:

1. Complete the form yourself as the legal professional (ideal if you already have the information), or
2. Send it to the client to complete on their own device (best for capturing full detail directly from the source).

Option 1: Complete It Yourself

1. From the Matter Dashboard, click New Matter or select an existing case.
2. Choose the relevant case type (e.g., Personal Injury – Motor Vehicle Accident).
3. Fill in the intake form directly in the platform.
4. Upload any supporting documents (photos, bills, police reports, etc.).
5. Click Save or Submit Intake once done.

Option 2: Send the Intake to the Client

1. From the Matter screen, select Send to Client.

   Choose how you'd like to send the intake:

   • Email (sent from intake@fasteroutcomes.com)
   • Copy a secure link to send via your own channel

2. The client receives a branded message with a secure link to the form.

   Once they open the form, they can:

   • Toggle between English and Spanish
   • Upload documents using their phone camera or computer
   • Pause and return later using a magic link or PIN
3. After submission, you’ll receive a notification and can review their responses in-app.