SYSTEMS AND METHODS FOR PROVIDING A PRACTICE AREA OPTION

摘要

Included are systems and methods for providing a practice area option. Some embodiments include providing an administrator interface that includes a practice area option to create a custom practice area grouping and providing an intake form option that includes a plurality of information sets. Similarly, some embodiments include providing an option to include the intake form into the custom practice area grouping and in response to receiving an indication to include the intake form into the custom practice area grouping, including the intake form into the custom practice area grouping. At least one embodiment includes providing a user interface for assigning a new client account to the custom practice area grouping and, in response to receiving information for at least one of the plurality of data fields, saving, by a computing device, the new client account.