Free Legal Form Templates: Case Evaluation
A free case evaluation form for law firms that screens practice area, key dates, opposing parties, and documents before a consultation is offered.
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- Fields
- 12 questions
- Layout
- Classic, every question on one page
- Theme
- Royal, switchable in the preview
- Updated
- 3 October 2026
Categories
- Legal form templates
- Legal Forms
- Intake Forms
- Lead Forms
Form type
Ideal for
- Law firms
- Solo practitioners
- Legal clinics
Best used in
- Personal injury
- Employment law
- Family law
About this template
A free case evaluation is how many firms win clients, and also how they lose hours on matters they cannot take. This form screens before anyone picks up the phone: the area of law, where it happened, when it happened, and the name of the other party for a conflict check.
The date field carries a note that filing deadlines can be short, which prompts people to answer accurately. Asking whether they already have a lawyer avoids a call with someone who is represented elsewhere.
The acknowledgement makes clear that sending the form does not create a lawyer and client relationship. Have that wording checked for your jurisdiction, and edit the practice areas to the ones your firm handles.
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 name*Name
- Email address*Email
- Phone number*Phone
- State or country where this happened*Short text
- Area of law*Dropdown
- When did it happen?*Date
- Name of the other partyShort text
- What happened?*Long text
- What outcome are you hoping for?Long text
- Have you spoken to another lawyer about this?Single choice
- Letters, contracts, or photosFile upload
- Please confirm*Multiple choice
Every field can be renamed, reordered, made optional, or removed once the template is open in the builder.
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