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Legal Client Intake Form Template

Legal intake has one job the others don't: the conflict check. This template collects matter details and opposing-party names up front, alongside the contact and scheduling basics every practice needs.

An attorney reviewing a client intake document at a desk

Why legal intake forms are different

A legal intake form must balance thoroughness with caution. You need enough to run a conflict check and assess the matter — but detailed case facts should wait until representation is established. This template collects identification, matter type, opposing parties, and urgency, and deliberately stops there. Note: intake requirements vary by jurisdiction and practice area; treat this as a starting structure and adapt it to your firm's procedures.

Recommended fields

  1. Full legal name and any other names used
  2. Date of birth, address, phone, and email
  3. Preferred contact method, and whether it's safe to leave messages
  4. Type of legal matter (family / criminal / civil / estate / business / immigration / other)
  5. Brief description of the matter (2–3 sentences)
  6. Names of all other parties involved (individuals and companies) — used for our conflict check
  7. Are there any upcoming deadlines, court dates, or statutes of limitation you're aware of?
  8. Have you consulted or retained another attorney on this matter?
  9. How were you referred to our firm?
  10. Emergency contact
  11. Signature and date

Tips for this template

Opposing parties first

The conflict-check question is why this form exists. Ask for every individual and business name involved, including alternate spellings.

Flag deadlines prominently

A missed statute of limitations discovered late is a malpractice risk. Make the deadline question impossible to skip on the printed form.

Keep case detail minimal at intake

Two or three sentences is enough to route the matter. Detailed facts belong in the privileged consultation, not on a form filled out in a waiting room.

Looking for a different practice? See all industry templates or read the guide to writing intake questions.

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