Law firm client intake form template
A client intake form for law firms and solo attorneys, written as a conversation. Captures the matter, the other side and the deadline. Free, no signup.
9 questions · about 1 minute to fill in · free
↵ to send
Try it — this is exactly what your respondents will see.
What's in this template
Every question below is already written. Keep the ones that work, rewrite the rest, and delete anything you don't need.
- 01
Who are we speaking with?
Short textRequired
- 02
What area does this fall under?
Pick oneRequired
EmploymentFamilyProperty or conveyancingWills and probateCommercial or contractPersonal injuryImmigrationSomething else - 03
What's happened? A short summary is fine.
Long textRequired
- 04
Is there another party involved, and do you know who they are?
Short textOptional
- 05
Is anything time-limited here?
Pick oneRequired
There's a court date or filing deadlineWeeksMonthsNo deadline, I'm planning aheadI don't know - 06
Have you had a lawyer on this already?
Yes / NoOptional
- 07
How would you rather this was billed?
Pick oneOptional
I'd like a fixed feeHourly is fineI'm hoping for no-win-no-feeI don't know yet - 08
Best email for you?
EmailRequired
- 09
A phone number, if you'd prefer a call?
PhoneOptional
Make it yours in about a minute
No account, no card. You'll have a live link before you've decided what to call it.
Use this template