Client intake and evidence / Support
Intake and Evidence Engine support.
A client intake and evidence collection tool for firms that gather documents and answers from clients. Staff build multi-step request forms, clients complete them, and every action is recorded in an audit trail with reminders before expiry.
Three things to check first
- Reminders depend on the recurring expiry_sweep backend event set on each Workspace. If no reminder emails go out, confirm the event is set and that your plan allows recurring workflows.
- Access is controlled by Membership records. A user needs an active Membership with a role (Owner, Reviewer or Staff) for the right workspace. A dashboard with no requests usually means one of these is missing.
- The audit trail is written with the Toolbox plugin. Keep Toolbox installed and up to date in your copy, or audit events stop being recorded.
Setting it up for the first time? Follow the step-by-step setup checklist.
Contact support
Still stuck? Send the details and I reply by email. This template was built on Bubble®, so the fix is usually a setting in your copy.
Request received. I reply by email, usually with the fix or the next thing to check.