Forms
Manage form packets sent to your clients
Total Forms
2
All form packets
Completed
0
0% completion rate
In Progress
1
Being worked on
Pending
1
Awaiting client action
All Form Packets
View and manage all form packets sent to clients
Estate Planning Forms
john.doe@example.com
in_progress
May 15, 2023
Individual Estate Planning Forms
jane.smith@example.com
Pending
May 14, 2023
| Form Packet | Sent To | Status | Forms | Sent Date | Actions |
|---|---|---|---|---|---|
| Estate Planning Forms | john.doe@example.com | in_progress | 1 | May 15, 2023 | |
| Individual Estate Planning Forms | jane.smith@example.com | Pending | 1 | May 14, 2023 |