Use this template to gather initial client information, assess if their case is a good fit for your firm, and begin the onboarding and intake process.

Our legal client intake form provides law firms with a digital form they can use to kickstart the intake process for prospective clients. This template includes fields to gather personal client information, collect preliminary case information, identify any potential conflicts of interest, schedule a consultation to meet with the firm, and even learn information about the billing structure. Using our template, you can further streamline your own internal processes while also making it easier for clients to complete this form on the go at their own convenience. It’s easy to keep track of consultations and collect client data all in one place rather than across a series of emails.

This template can be entirely customized and tailored to fit the needs of your law firm and intake process. Feel free to modify the sections or fields, update the statuses or add other steps in the workflow, or use our theme feature to create a theme that includes your law firm’s logo and colors. Additionally, you can use our advanced sorting and filtering capabilities to create entry views for different users or further organize client data as necessary.