Confidential intake form for law firms and attorneys — collect case details, conduct conflict-of-interest checks, and manage consultation requests. An online form with 10 customizable fields.
Quick answer
Free legal intake form template for law firms. Collect case details, run conflict checks, and manage consultations with 10 customizable fields.
This is the actual running form — not a screenshot. Try it yourself.
Pick your role — see how the form fits your workflow.
Screen potential clients and check for conflicts efficiently. Workflow: Client submits intake → Conflict check automated → Intake team reviews → Schedule consultation.
Manage new inquiries without a receptionist. Workflow: Embed form on website → Client submits case details → Review before calling back → Prioritize urgent matters.
Triage incoming cases and qualify clients. Workflow: Applicant fills form → Assess eligibility → Route to appropriate attorney → Track case pipeline.
A preview of real questions from this template — the full version adds scoring logic, branching and a personalized report per respondent.
