Intake routing for law firms — classify each matter by practice area, case stage and urgency so the right attorney handles the consultation.
Quick answer
A front-desk triage form that sorts each enquiry by practice area, case stage and urgency so the correct attorney picks it up; it classifies enquiries and does not assess their merits.
Disclaimer: this page is for process reference only. It does not constitute legal advice. Consult a qualified attorney when needed.
Methodology: categories follow standard practice-area taxonomies used by bar associations; adapt to your jurisdiction.
When a prospective client reaches out, the first question is: what kind of case is this? This lightweight form lets the client self-classify their matter — practice area, current stage and urgency — so your team can route it to the right attorney without a 15-minute discovery call. Fewer wasted conversations, faster time-to-first-response.
Sample form preview (live - fill it in to see responses).
Everything you need to run this template.
Pre-loaded with common legal categories; fully editable.
Inquiry / mediation / litigation / post-judgment.
Let the client signal time-sensitivity.
Track how the prospect found your firm.
From copy to deliverable in four steps.
Copy it and rename practice-area options to match your firm.
Assign attorneys or teams to each case category.
Embed on your site or send a link for inbound inquiries.
Check the dashboard and route each inquiry within minutes.
Pick your role — see how it fits your workflow.
Route inbound inquiries to the right department without manual screening.
Replace the first phone call with a structured 2-minute form.
Filter out matters outside your specialty before scheduling.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
