Use this template as a solid foundation to start building a comprehensive questionnaire that collects everything you need to work on your clients’ cases.

Our legal client case questionnaire provides attorneys with an online form to use when gathering information about a client’s case. While this general version serves as the base or foundation of many legal case information forms, we recommend taking this template and adding fields specific to your practice area and the client’s case. This template will give you a head start when building comprehensive and lengthy forms such as case questionnaires.

This template includes sections to gather the client’s personal information, marriage status and information, a detailed list of children and dependents, financial information, criminal history, and general acknowledgments and consent. Repeating sections and tables make this form easy for your clients to add their information as needed without any additional effort from you. You can also enable our Save & Resume feature to give your clients the ability to save their progress and return to their submission at a later time, a feature that can be especially useful with longer forms such as these.