Legal Consultation Request Template
Collect contact details, practice area, a brief matter description, urgency, and a good time to reach them. Law firms can use it to route and follow up on consultation requests.
When to use it
- Let prospective clients request an initial consultation online.
- Route inquiries to the right legal practice area.
- Help staff prioritize urgent requests for follow-up.
- Collect preferred contact times before calling or emailing.
What it asks
- What is your name?
- What is your email address?
- What is your phone number?
- Which practice area best fits your request?
- Briefly describe your legal matter.
- How urgent is your request?
- When is a good time to contact you?
Why it should be encrypted
A request may reveal someone's contact details and private legal concerns. Encryption helps keep those answers from being readable by SealForm or people who should not handle the inquiry.
Tips
- Ask people to keep the matter summary brief and avoid sharing documents or unnecessary details.
- Customize the practice-area choices to match the services your firm offers.
- Tell respondents how and when your team will follow up.