Legal Client Intake Form Template
This form collects contact details, case information, deadlines, and documents from people seeking legal help. Law firms use it to review inquiries and decide on next steps.
When to use it
- When a prospective client first contacts your firm
- Before an initial case review or consultation
- When screening inquiries with upcoming deadlines
- When collecting documents related to a new matter
What it asks
- Your name
- Email address
- Phone number
- What type of legal matter do you need help with?
- Briefly describe your situation
- Who else is involved?
- Is there an upcoming deadline?
- Upload relevant documents
- How did you hear about our firm?
Why it should be encrypted
Case descriptions, contact details, and uploaded documents may reveal private legal and personal information. Only authorized people at the firm should be able to read responses.
Tips
- Tell clients not to include urgent deadlines without also contacting the firm directly.
- Ask for only the documents needed for an initial review.
- Customize the matter-type options and deadline wording to fit your practice.