To create an intake:
Go to the Intakes section from the left-hand menu or open a property
Click New Intake
Fill out the required claim and client information
Submit the intake
After submission, you can:
View intake details
Edit information if needed
Track its status
Review the intake either within a property or from the left-hand Intakes section
Intakes can be created either from the left-hand menu or within a property, depending on your workflow.