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Legal Client Intake Form

Open a matter properly. Area of law, the facts as the client tells them, other parties for conflict checks, and how the work will be funded.

Legal Client Intake Form

Open a matter properly. Area of law, the facts as the client tells them, other parties for conflict checks, and how the work will be funded.

Your details

Postal address*

Postal address

The matter

What happened, when it happened, and the outcome you are hoping for.

We check these against our existing clients before we can act for you.

Fees and consent

Replace this wording with your own engagement terms before publishing. It is placeholder text, not legal advice.

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Use this template

Opens in the builder. Nothing is saved until you edit it.

Fields
15 questions
Theme
Ink, switchable in the preview
Updated
10 August 2026

Categories

  • Legal
  • Intake Forms
  • Legal Forms
  • Information Forms

Ideal for

  • Law firms
  • Solicitors
  • Legal clinics

Best used in

  • Legal practice
  • Client intake

About this template

The first conversation with a client is worth more when somebody has already written the facts down. This form takes the area of law, the account of what happened, any deadline or hearing date, the names of other parties, and how the work will be funded.

The other parties field is not administrative padding. Running it against your existing client list is what stops a conflict being discovered after you have taken instructions, which is the expensive way to find out.

Set the practice areas you cover, and replace the confirmations with your own engagement wording. The line making clear that an enquiry is not yet a retainer is worth keeping in some form.

Templates are a starting point, not legal or professional advice. Where a form carries consent, medical, or contractual wording, have somebody qualified review it against the rules that apply to you before you publish.

Fields in this template

  • Full legal name*Short text
  • Email address*Email
  • Phone number*Phone
  • Postal address*Address
  • Best way to reach you*Single choice
  • What area of law does this concern?*Dropdown
  • Describe your situation*Long text
  • Names of any other parties involved*Short text
  • Is there a deadline or hearing date?Date
  • Upload any relevant documentsFile upload
  • Have you taken legal advice on this already?*Single choice
  • How do you expect to fund this?*Dropdown
  • How did you find us?Dropdown
  • Please confirm*Multiple choice
  • Signature*Signature

Every field can be renamed, reordered, made optional, or removed once the template is open in the builder.

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