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Legal Client Intake Form Template

Streamline Your Law Firm's Client Intake Process

Is your law firm struggling to collect client information efficiently? This Legal Client Intake Form template is designed specifically for lawyers and law firms looking to streamline their intake process. By using this template, you can quickly gather essential details, ensure accuracy in data collection, and provide a professional experience for your clients. Enjoy the benefits of reducing paperwork, speeding up client onboarding, and enhancing data security with this user-friendly and WCAG-aligned form. Try the live template to see how it transforms your workflow.

Use this Template (FREE) Live Preview
Full name
Email address
Phone number
City
State/Province
Preferred contact method
Phone call
Text message
Email
No preference
What is the primary area of law for your matter?
Briefly describe your legal issue
Next court date (if any)
List names of other parties and any known opposing attorneys
What documents do you currently have related to this matter?
Court papers
Contracts or agreements
Photos or videos
Medical records
Pay stubs or financial records
Immigration documents
Police report
None
Other
Please Specify:
What outcome are you seeking?
How urgent is your situation?
Within 7 days
Within 14 days
Within 30 days
No specific deadline
Not sure
Are you currently represented by another attorney for this matter?
Yes
No
Have you previously consulted our firm about this matter?
Yes
No
What type of fee arrangement are you seeking?
Pro bono
Low-cost/sliding scale
Standard paid representation
Not sure
Do you have any accessibility or accommodation needs?
Wheelchair access
ASL interpretation
Language interpreter
Large-print materials
Video call option
None
Other
Please Specify:
Do you consent to receive case updates by SMS and email?
Yes
No
Preferred consultation type
Phone
Video
In-person
No preference
Earliest date you are available for a consultation
I understand that submitting this form does not create an attorney-client relationship.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Type your full name as your signature
Signature date
I authorize the firm to perform a conflict check using the information I provided.
Yes
No
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Paper art illustration depicting a legal client intake form for FormCreatorAI article

When to use this form

Use this intake when a new prospect contacts your firm about a car crash, a landlord dispute, a contract review, immigration help, or a custody issue. You capture identity, conflict-check details, facts, deadlines, and documents in one pass, so you can triage and route the matter fast. It works for solos and teams that want clean data for calendaring, e-sign, and conflict checks. If the case touches other services, coordinate with a Social worker intake form or a Couples therapy intake form to keep information aligned. The result: quicker screenings, fewer conflicts, and clear next steps for the client.

Must Ask Legal Client Intake Questions

  1. What is your full legal name, date of birth, and contact information?

    We need these details to confirm identity, open your file, and serve documents correctly. Accurate contact info reduces missed messages and delays.

  2. Who are all other parties involved (people, companies, agencies), and how are they connected to you?

    This enables a proper conflict check before we discuss strategy. It also reveals potential witnesses and stakeholders we may need to contact.

  3. What legal issue are you seeking help with, and what outcome do you want?

    Clear goals help us scope the matter, choose the right attorney, and set expectations. It also lets us suggest the best path, such as negotiation, filing, or referral.

  4. What key facts, dates, and upcoming deadlines should we know?

    Timelines help us triage urgency and protect your rights. Knowing about hearings, statutes, or notices guides immediate next steps.

  5. Are there related providers we should coordinate with (therapist, social worker, school counselor), and may we contact them?

    Coordinated support can strengthen your case and reduce duplicate questions. For education or family matters, align with a School counseling intake form to keep information consistent.

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