Capture the role, contract, dispute type and timeline of an employment matter so an attorney or adviser can assess the claim before consultation.
Quick answer
Records the role, contract, dispute type and timeline of a workplace matter so an adviser or attorney can gauge the claim before the consultation begins.
Disclaimer: this page is for process reference only and is not legal advice. Employment rights and deadlines vary by jurisdiction; consult a qualified attorney or adviser.
Methodology: fields follow common employment-claim intake practice; adapt categories to local tribunal rules.
Employment claims turn on specifics — the role, the contract, what happened and when. This intake form collects those details, the dispute type and the timeline, so an attorney or adviser can gauge the strength and route of a workplace claim before the first consultation.
Sample form preview (live - fill it in to see responses).
Everything you need to run this template.
Position, tenure and contract type.
Dismissal, pay, discrimination and more.
Dates of events and notices.
What the employee seeks.
From copy to deliverable in four steps.
Copy it for your employment intake.
They enter role, dispute and dates.
Gauge claim strength and route.
Advise on filing or negotiation.
Pick your role — see how it fits your workflow.
Screen claims quickly.
Document member disputes.
Set out a claim clearly.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
