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      Back to home
      1. Knowledge Base
      2. Intake
      • Getting Started With Casebook
        • Casebook Overview
        • Getting Started for New Users
        • Services in Casebook
        • Notes
      • Admin
        • Casebook Security
        • Roles and Permissions
        • User Management
        • Notifications
        • Data
        • Field Configuration
        • Dynamic Fields
        • Forms
        • Workflows
        • Integrations (External Applications)
        • Implementation & Adoption
      • People
      • Intake
      • Engage
        • Text Messages
        • Configuration
        • Notes
      • Track
      • Access
      • Reporting
        • Overview
        • Datasets
        • Dashboards
        • Pre-built Reports
        • Custom Reports
        • Data Visualizations
        • Filters
        • Calculated Fields
        • Other
      • Program Area Specific
        • VOCA Reporting
      • Customer Support
        • Getting Unstuck
        • Account Management
      • Product Release Notes
        • 2023
        • 2022
        • 2021
        • 2020
        • 2024
      • Frequently Asked Questions
        • Global
        • Casebook Calendar
        • Casebook Services
        • Casebook Workflows
        • Casebook Forms
        • Casebook Notes
        • cb Admin
        • cb Track
        • cb Reporting
        • cb Access
        • Program Specific
      • Audit Logs
      • SSO
      • Permissions
        • Services

      Intake

      Everything you need to know about Casebook's Intake application.
      • Intake: Overview
      • Intake Workload View
      • Intake: Create an Intake Report
      • How To Send Forms To Clients & 3rd Parties
      • Customizing Intake with Dynamic Pages
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      Casebook Knowledge Base
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      • Still Need Help?
      • Check out our Getting Started User Page
      • Check out our Video Library