Hi Junxure Team,

Here is my vision and it may already be in the works to my understanding - an electronic intake form. In our world collecting accurate and thorough client/prospect data is critical to our ability to market/onboard new accounts, etc...

Client data to us (phone, email, address, social, DOB, beneficiary info, etc...) is unknow, to the client, all this information is memorized. Could we possibly send prospects/clients a secure link and have them fill out all that information and it be populated as a new junxure record? Thanks!