Criminal Defense Intake Form Template

A criminal defense lawyer or legal team uses this form to collect contact details, charge and court information, custody status, prior record, and the client's account of events.

Use this template free

When to use it

  • Before a first meeting with a criminal defense lawyer
  • When a new client has upcoming court dates
  • To collect arrest and custody details for case review
  • When a client needs to share their account of events

What it asks

  1. Your full name
  2. Best phone number to reach you
  3. Email address
  4. What charges are you facing?
  5. When were you arrested?
  6. Where were you arrested?
  7. When is your next court date?
  8. What is your current custody status?
  9. Have you had any prior arrests or convictions?
  10. In your own words, what happened?

Why it should be encrypted

Charges, arrest history, custody status, and a client's account can be highly sensitive. They should be readable only by the client and the legal team members who need them, not by SealForm.

Tips

  • Tell clients how to reach you quickly if their court date is soon.
  • Ask clients to stick to what they personally remember and avoid guessing.
  • Customize the form with your office's secure contact and follow-up instructions.

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