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Client intake form template for law firms

Client intake at a law firm is part fact-finding, part risk management. This template covers the essentials: parties, conflict checks, matter details, deadlines and engagement terms — before any work begins.

1. Full legal name and preferred contact details of the client?
2. Is the client an individual or an entity? If entity: name, type, registration.
3. What is the general nature of the matter?
4. Who are the opposing or related parties? (for conflict check)
5. Are there any pending deadlines, court dates or limitation periods?
6. Has another attorney worked on this matter before?
7. What outcome is the client hoping for?
8. Are there existing documents or evidence? Please list and attach.
9. How did the client hear about the firm?
10. Is there any urgency or immediate threat (injunction, arrest, eviction)?
11. Preferred language and communication channel?
12. Has the engagement letter been signed and the retainer paid?

How to use this intake form

• Run the conflict check before any substantive conversation.
• Collect opposing-party details as early as possible.
• Confirm fee agreement and retainer before opening the matter.