Legal templates
A law firm's first weeks with a client run on forms: the intake call, the conflict check, the fee agreement, the questionnaire before drafting. These templates move each step to one link your clients fill in from their phone.
Agreements end with an electronic signature saved as a PDF with an audit trail, and intake forms for new inquiries use lead mode to show which callers to speak to first.
Which legal form do you need?
- Contact Form TemplateA simple contact form for your firm's website.
- Legal Intake Form TemplateA general client intake for any practice area, with hot lead tagging.
- Non Disclosure Agreement (NDA) Form TemplateA one way NDA that contractors, candidates and partners sign online.
- Attorney Retainer Agreement TemplateFee terms, retainer deposit and scope, signed by the client before work starts.
- Estate Planning Questionnaire TemplateFamily, assets and wishes from each client before you draft a will or trust.
- Personal Injury Intake Form TemplateScreen injury inquiries on date, injuries and fault, with hot lead tagging.
- Divorce Intake Form TemplateA family law intake that covers custody, support and key dates, with hot leads marked.
- Immigration Intake Form TemplateAn immigration intake with status, deadlines and family details for a first consultation.
- Criminal Defense Intake Form TemplateA criminal defense intake with charges, court dates and custody status, with urgent cases marked as hot leads.
- Bankruptcy Questionnaire TemplateA bankruptcy intake with debts, income and collection pressure before the first meeting.
- Employment Law Intake Form TemplateAn employment law intake with the employer, the issue and deadlines, screened by lead mode.
- Law Firm Conflict Check Form TemplateA conflict check that records parties and related people before you open a matter.
- Notary Journal TemplateA notary journal entry with the signer, document, ID details and signature.
Tips for law firm forms
Screen before the first call
Put the intake form on your site and in ad landing pages. Lead mode marks the inquiries that fit your practice, so you call those first.
Edit every bracketed term
Agreements are samples to start from, not legal advice. Fill in your rates and notice periods and check them against your state's rules.
Ask for documents up front
Add uploads for police reports, deeds or existing wills, so you can review the file before the consultation.
Frequently asked questions
Are these legal forms signed electronically?
Yes. The retainer agreement and NDA end with an electronic signature, and each response is saved as a signed PDF with an audit trail.
Can I send new inquiries to my CRM?
Yes. Responses can go to LeadConnector as contacts with tags and a lead level, or to other tools through Google Sheets or a webhook.
Can I screen personal injury cases before calling?
Yes. The personal injury intake asks about the accident, timing and representation, and lead mode marks the cases to call first.