Creating an Intake (Two Options)

Updated April 27, 2026

Learn the process of navigating the law accounting platform to initiate and save a new client intake. This guide provides a straightforward walkthrough for capturing essential case details and starting your intake analysis efficiently. Two options: New Intake or Intake Tab


1. Step 1: Open New Intake

  1. Log In
    • Access LawAccounting/CaseQube using your secured credentials.
  2. Navigate to New Intake
    • Click New Intake at the bottom left of screen

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2. Step 2: Fill in Application Form and Questionnaire

  • Fill in Application Form (client information, legal matter description)
  • Click Create and Start Analysis
  • Fill in Questionnaire
  • Click Save and Screen will automatically update as an intake in system

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3. Option 2: Enter Intake Manually

  • Click Intake Tab
  • Click New
  • Enter in Intake Detail Information
  • Click Save
  • Screen Will Automatically Update with Intake Details

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