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⚖️ Intake Form Template

Legal Client Intake Form Template

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.

10 Fields
~3 min
Free
Confidential
Live Preview
Sample Form Fields
Full Legal Name name
Email Address email
Phone Number phone
Type of Legal Issue select
Brief Description long-text
Opposing Party Name input
Upcoming Deadlines? radio
Prior Attorney? radio
10 fields total · ~3 min to complete
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Live Preview

This is the actual running form — not a screenshot. Try it yourself.

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This is the actual legal intake form potential clients will see. All submissions are confidential.
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Who Is This For

Pick your role — see how the form fits your workflow.

1

Law Firms

Screen potential clients and check for conflicts efficiently. Workflow: Client submits intake → Conflict check automated → Intake team reviews → Schedule consultation.

2

Solo Practitioners

Manage new inquiries without a receptionist. Workflow: Embed form on website → Client submits case details → Review before calling back → Prioritize urgent matters.

3

Legal Aid Organizations

Triage incoming cases and qualify clients. Workflow: Applicant fills form → Assess eligibility → Route to appropriate attorney → Track case pipeline.

Frequently Asked Questions

What is a legal intake form?
A legal intake form is a confidential questionnaire used by law firms and attorneys to collect basic case information from potential clients, enabling conflict-of-interest checks and initial case assessment.
Is this legal intake form template free?
Yes. Click "Use This Template" to copy the full form into your FormLM workspace for free. No credit card required.
Does submitting this form create an attorney-client relationship?
No. Submitting an intake form does not establish an attorney-client relationship. It is used solely for preliminary evaluation and conflict checking.
What fields should a legal intake form include?
A legal intake form should include: full legal name, email, phone, type of legal issue, brief description, opposing party name (for conflict checks), upcoming deadlines, date of incident, prior attorney status, and preferred contact method.
Can I customize this form for my practice area?
Yes. After copying, you can add practice-area-specific fields — such as injury details for personal injury or property information for real estate law.

Streamline Your Legal Intake Process Today

Copy the Legal Intake Form into your workspace, customize it, and start collecting case details. Free to start.