You can still use Lexicata intake forms to collect and organize information, even if you prefer to fill out the forms yourself or have someone from your staff do it, rather than sending them to contacts.
- On the left sidebar, click "Forms" and then "Prepare Form"
- Select the form you'd like to send from the dropdown
- Select the matter this form should be associated with
- Select the contact you'd like to send the form to
- Choose "Fill out the form myself"
- Click "Fill Out Form"
- When the form is loaded into the window, fill out all the fields, and click "Submit" to save the responses
NOTE: you can also initiate this process from a matter page by clicking the "Actions" button and then "Prepare Form" from the dropdown