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Legal Intake · Popular

Simplify Your Legal Client Intake Process Today

Collect new client personal details, case background, documents, and goals with this comprehensive legal consultation intake form template.

Use This Template Free Preview

Neo theme

formbuilder.ai/f/new-client-legal-consultation-intake-case-evaluation-form

New Client Legal Consultation Intake & Case Evaluation Form

Full Legal Name

· · ·

Email Address

· · ·

Phone Number

· · ·

Submit

The New Client Legal Consultation Intake & Case Evaluation Form is designed to help law firms and independent attorneys efficiently gather all critical information from prospective clients before their first consultation. It captures personal details, preferred contact methods, prior legal representation, and a thorough description of the legal matter at hand.

This form is ideal for solo practitioners, boutique law firms, and legal aid organizations handling a wide variety of practice areas including family law, personal injury, civil litigation, criminal defense, and more. By collecting case timelines, court dates, and supporting documents upfront, attorneys can arrive at consultations fully prepared and ready to provide actionable guidance.

Using a standardized intake form reduces administrative overhead, ensures no critical detail is missed, and creates a professional first impression for new clients. Customize this template to match your firm's specific practice areas and branding, then embed it on your website or share it via link to start collecting client information instantly.

4 Pages

24 Questions

~8min To complete

Free No credit card needed

Field types Date ×3 Single Choice ×2 Short Text ×2 Dropdown ×2 Long Text ×2 Yes / No ×2 Full Name Email Phone Address Multiple Choice File Upload Scale Rating Likert Scale ranking termsandconditions Signature

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Personal Information 8 questions

Personal Information

1 Full Legal Name * Full Name

2 Email Address * Email

3 Phone Number * Phone

4 Current Residential Address * Address

5 Date of Birth * Date

6 Preferred Method of Contact * Single Choice

7 Have you been represented by an attorney for this matter before? * Single Choice

8 If yes, please provide the attorney's name and firm Short Text

Page 2 Case Details 8 questions

Case Information

1 Type of Legal Matter * Dropdown

2 If Other, please specify Short Text

3 Please describe your legal situation in detail * Long Text

4 Date of Incident or When the Issue Began Date

5 Is there an upcoming court date or legal deadline? * Yes / No

6 If yes, what is the date? Date

7 Have any of the following already occurred? Multiple Choice

8 Upload any relevant documents (court papers, contracts, correspondence, etc.) File Upload

Page 3 Case Evaluation & Priorities 5 questions

Case Evaluation & Goals

1 What is the outcome you are hoping to achieve? * Long Text

2 How urgent is your legal matter? * Scale Rating

3 How confident are you in the strength of your case? Likert Scale

4 Please rank the following priorities in order of importance to you * ranking

5 How did you hear about our firm? Dropdown

Page 4 Consent & Acknowledgment 3 questions

Legal Disclaimers & Consent

By completing this form, you acknowledge that the information provided is accurate and complete to the best of your knowledge. Submission of this form does not establish an attorney-client relationship. All information shared will be kept strictly confidential in accordance with applicable attorney-client privilege rules.

1 Do you consent to our firm contacting you regarding your inquiry? * Yes / No

2 I have read and agree to the Privacy Policy and Disclaimer. I understand that completing this form does not guarantee legal representation. * termsandconditions

3 Client Signature * Signature

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.