Efficiently collect and track legal consultation requests for your firm all in one place.

This template provides you with a consultation request form that you can easily share with prospective legal clients. Prospective clients can complete requests online directly from your website without needing to place calls or send emails. We’ve also included an internal section for staff members to document any communication with the client and take notes directly in the form while speaking with them.

Using Cognito Forms, you can easily embed this form onto your website and customize fonts, colors, backgrounds, and more to fit your organization’s branding. You can even integrate this form with your legal or case management software using Zapier, Make, Microsoft Power Automate, or the Cognito Forms API.

In addition to providing you with this ready-to-go online form, Cognito Forms can also be used as a tool to:

• Increase your firm’s productivity with an easy and intuitive platform to track the status of each request.
• Ensure your team is always on top of their responsibilities by automatically assigning tasks to specific employees based on the practice area, requested attorney, or any other criteria selected.
• Keep potential clients looped in with automatic email notifications upon submission or when updates are made on the back end.