Can I customize client intake emails?

Currently, the automated messages/notifications from the system cannot be customized.
We have a workaround for you that may help you streamline the form/document sharing process.
The core concept here is to utilize the Task function.
Step 1. Go to the client case file and click Add Task(s)

Step 2. Set up the task
Step 3. add the newly created task to the client case file.
Your client will receive:
1. An email alert stating that a new task is added
2. Your instructions and forms