Legal Intake Form Template
A free legal intake form for law firms. Collect the facts of each new matter online and see which potential clients to call first.
Use templateAbout this template
A client intake form for law firms that collects contact details, the type of matter, when it happened and a short description. Lead mode marks matters your firm takes on as hot leads and flags people who already have a lawyer.
Common uses
- Law firm websites
- Personal injury and employment intake
- Free case evaluation requests
Key features
- Hot lead tagging by matter type
- Conflict check for existing counsel
- Best time to call
What this template asks
What's your full name?
Short Text
What's your email address?
Email
What's your phone number?
Phone
What type of legal matter is this?
Single Choice · Personal injury, Employment, Family law, Business or contracts, Estate planning, Something else
When did this happen?
Single Choice · In the last month, 1 to 12 months ago, More than a year ago, It's still going on
Is another lawyer already representing you in this matter?
Yes / No
Briefly describe what happened
Long Text
When is the best time to call you?
Single Choice · Morning, Afternoon, Evening
Frequently asked questions
What does a legal intake form collect?
Contact details, the type of legal matter, when it happened, whether another lawyer is involved, a short description and the best time to call. That is enough to decide whether to schedule a consultation.
How does the form help my firm prioritize new matters?
It is a lead form. Matter types your firm handles and recent events are marked as good signs, so those potential clients show up as hot leads. Anyone already represented by another lawyer is marked as not a fit.
Does submitting the form make someone a client?
No. The thank you message tells people that submitting the form does not create an attorney client relationship. Edit that message to match your firm's own wording.