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Client intake
Legal

Legal client intake

Detailed intake form for new legal clients.

13 fields Ready to publish

What's included

  • 1
    Full name
    RequiredShort text
  • 2
    Email
    RequiredEmail
  • 3
    Phone
    Phone
  • 4
    Address
    Short text
  • 5
    Date of birth
    Date
  • 6
    Opposing party
    Short text
  • 7
    Description of case
    RequiredLong text
  • 8
    Company or organisation
    Short text
  • 9
    Type of assistance needed
    RequiredShort text
  • 10
    Relevant date
    Date
  • 11
    Background and key details
    RequiredLong text
  • 12
    Supporting documents
    File upload
  • 13
    Preferred contact method
    Email · Phone · Video call
    Dropdown

Common use cases

Personal injury firm gathering case details.

Family law new-client conflict-check intake.

Estate planning questionnaire before the first meeting.

Small claims and tenant rights pro bono intake.

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