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Free Case Evaluation Questionnaire Template

Assess a legal matter across claim strength, evidence and remediation scope — then generate an AI report to support the attorney's initial case opinion.

5 dimensions
AI report
Live Preview

Quick answer

A scored first-look at a matter across clarity, evidence, timing and readiness that produces an AI report to support, not replace, the attorney's initial opinion; indicative only.

Disclaimer: this page and its AI report are for process reference only. They do not constitute legal advice, do not predict outcomes and are not a diagnosis of a case's merits. Consult a qualified attorney before acting.

Methodology: dimensions are a structural adaptation of common case-evaluation frameworks, not an official standard; scores are indicative, not dispositive.

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About this template

Before drafting an initial case opinion, attorneys weigh claim strength, available evidence, legal basis, remediation scope and urgency. This questionnaire structures that weighing into 1–5 dimension scores and generates a personalized AI report — a starting profile the attorney reviews and refines with professional judgment, not a substitute for it.

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Live Preview

Sample form and AI report preview (live - fill it in to generate the report).

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Fill it in to see how responses flow.
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Sample AI report with dimension scores and next-step suggestions, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Five weighted dimensions

Claim, evidence, basis, remediation and urgency scored 1–5.

2

Personalized AI report

A printable PDF summarizing the profile and next steps.

3

AI consultant chat

A QR on the report opens follow-up questions.

4

Editable dimensions

Tailor the criteria to your practice area.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and set the dimensions for your practice area.

2

Score the matter

Rate claim strength, evidence, basis, remediation and urgency 1–5.

3

Generate the report

Auto-score and produce a personalized AI PDF.

4

Review with the AI consultant

Scan the QR to discuss the profile before drafting an opinion.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Attorneys

Structure the initial evaluation and produce a reviewable profile.

2

Intake teams

Consistently weigh matters against the same dimensions.

3

Legal clinics

Standardize how student teams assess incoming cases.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. How strong is the claim on the facts available? (1–5)
  2. How available is supporting evidence? (1–5)
  3. How clear is the legal basis? (1–5)
  4. What remediation scope is realistic? (1–5)
  5. How time-sensitive is the matter? (1–5)
  6. Which dimension needs the most attention? (open)
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Frequently Asked Questions

What dimensions does a legal case evaluation cover?
Claim strength, evidence availability, legal basis, remediation scope and urgency — scored on a 1–5 scale to give the attorney an indicative profile.
Is the score a legal verdict?
No. The score is indicative and for process reference only. It does not predict outcomes and does not replace the attorney's professional judgment.
What does the AI report contain?
A personalized, printable PDF summarizing the dimension profile, the strongest and weakest areas and suggested next steps for the initial opinion.
Is there an AI consultant?
Yes. Each report embeds a QR code that opens an AI consultant chat for follow-up questions about the evaluation.
Can I edit the dimensions?
Yes. Rename, add or remove scoring dimensions to match your practice area and intake methodology.
Is it free to set up?
Yes. Copy it into your FormLM workspace, customize and share for free.

Structure the case evaluation, then review it

Copy it, score the dimensions and get an AI report — free to start.