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Criminal Defense Intake Form Template

A free criminal defense intake form for defense attorneys. Callers share the charge, court date and custody status, and lead mode shows who to call first.

Use template

Customize the pages and design to fit your needs.

Tell us about the case.

A few questions about the charge and court date take about 2 minutes, and an attorney will review them.

About this template

Ask every new inquiry about the charge, where the case is, the next court date and whether the person is in custody, with an upload for the citation or charging papers. Lead mode marks cases with a court date soon as hot leads and flags people who already have a private lawyer.

Common uses

  • Criminal defense firms
  • DUI and drug charge inquiries
  • Calls from family members

Key features

  • Charge, court date and custody
  • Citation uploads
  • Hot leads for court dates within 30 days

What this template asks

  1. What's your full name?

    Short Text

  2. What's your email address?

    Email

  3. What's your phone number?

    Phone

  4. Who needs help?

    Single Choice · Me, A family member, A friend

  5. If it's not you, what's the name of the person charged?

    Short Text · Optional

  6. What kind of charge is it?

    Single Choice · DUI or DWI, Drug charge, Assault or violent crime, Theft or property crime, Domestic violence, Traffic or license, White collar or fraud, Something else

  7. Is it a felony or a misdemeanor?

    Single Choice · Felony, Misdemeanor, Not sure

  8. Which county and state is the case in?

    Short Text

  9. When is the next court date?

    Single Choice · Within 7 days, Within 30 days, More than 30 days away, No court date yet

  10. Is the person in custody right now?

    Yes / No

  11. Do you have a lawyer for this case?

    Single Choice · No, A public defender, Yes, a private lawyer

  12. Briefly describe what happened

    Long Text

  13. Upload the citation or charging papers

    File · Optional

  14. When is the best time to call you?

    Single Choice · Morning, Afternoon, Evening

How to use this template

  1. Copy it

    Select Use template and a copy opens in your workspace as an unpublished draft.

  2. Make it yours

    Edit any question or answer, choose a theme, and add your logo.

  3. Share it

    Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.

Frequently asked questions

What should a criminal defense intake form include?

The charge, whether it is a felony or misdemeanor, where the case is, the next court date, custody status and current representation. Leave the full story for the first call.

Can family members fill this in?

Yes. The form asks who needs help and the name of the person charged, so a parent or partner can reach out for someone in custody.

How does lead mode rank defense cases?

Cases with a court date in the next 30 days or a person in custody come through as hot leads. People who already have a private lawyer are marked not a fit.

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