What is a legal client intake form?

The first structured contact between a prospective client and a firm. It captures who they are, the matter type, the other parties involved, and the deadline they are working to, so a conflicts check can start before anyone books a consultation.

Does it run a conflicts check?

No, and no form does. It collects the opposing party and related names a conflicts check needs, which is the step firms most often skip at first contact and regret later.

Is the information confidential?

Responses are private to your workspace and respondents never sign in. Bear in mind that an intake form completed before an engagement letter exists does not by itself create a privileged relationship, so say so in your own wording on the form.

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.

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.

Build this form by asking Claude or ChatGPT

Connect Deoochform to Claude, ChatGPT, or any assistant that supports MCP, then send it the message below. It creates the legal client intake form from this template in your account and replies with a link. You can ask it to add, remove, or reword questions in the same chat before you share the form.

Make me a form in Deoochform from your Legal Client Intake Form template, then send me the link to share.

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Frequently asked questions

What is a legal client intake form?: The first structured contact between a prospective client and a firm. It captures who they are, the matter type, the other parties involved, and the deadline they are working to, so a conflicts check can start before anyone books a consultation.
Does it run a conflicts check?: No, and no form does. It collects the opposing party and related names a conflicts check needs, which is the step firms most often skip at first contact and regret later.
Is the information confidential?: Responses are private to your workspace and respondents never sign in. Bear in mind that an intake form completed before an engagement letter exists does not by itself create a privileged relationship, so say so in your own wording on the form.

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