Legal Client Intake Form
Capture case type, parties, brief description, and run a conflict check.
Free · No credit card required · 12 fields · Customize everything
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What's Included
12
Fields
1
Steps
2
Categories
1
Industries
Form Fields
This template includes 12 fields. Here's what respondents will see:
| Field | Type | Required |
|---|---|---|
| Full Legal Name | short answer | Yes |
| Email Address | Yes | |
| Phone Number | phone | Yes |
| Mailing Address | address | Yes |
| Case Type / Practice Area | dropdown | Yes |
| Opposing Party Name | short answer | Yes |
| Opposing Party Address (if known) | address | No |
| Brief Description of the Matter | long answer | Yes |
| Desired Outcome | long answer | Yes |
| Have you consulted another attorney? | short answer | No |
| How did you hear about us? | short answer | No |
| I acknowledge the firm will run a conflict-of-interest check before opening my matter. | checkbox | Yes |
Frequently Asked Questions
Why does this form ask for the opposing party?
Law firms are ethically required to check for conflicts of interest before taking a new client. Capturing the opposing party name and address lets the firm run a conflict check before opening the matter.
Can I customize the case types?
Yes. The dropdown options for case type are fully editable in the form builder — add or remove practice areas to match what your firm handles.
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