Client intake form templates
Intake templates for law firms and professional services, built around the conflict check. Fill one online, or download it as a PDF or Word file.
Professional services intake carries a risk that general intake does not. Every enquiry you take detailed instructions from is a potential conflict, a potential limitation problem, and a potential client who believes you are acting for them when you are not. These are built around that.
The conflict check comes before the detailed instructions. Limitation dates get diarised at intake rather than at file opening. And every one carries an explicit acknowledgement that no engagement exists until terms are signed.
Fill any of them online and download the result, or take the blank PDF.
3 client intake templates
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