Client intake form templates

A prospective client rings to tell you what happened, and the natural thing is to let them talk. These three forms put a step in front of that. The names of the other parties go down first, so the conflict check runs before any detailed instructions are taken.

The limitation date is recorded at first contact instead of waiting for the file to open. Each form closes with an acknowledgement that no engagement exists until terms are signed, which is the sentence a declined enquirer most needs to have seen. Use the personal injury form for a single prospective claim, the legal client intake form for a new matter in any practice area, and the legal intake form when you want the process written down too, including what happens to the enquiries you turn away.

Any of the three works online, or as a blank PDF.