Browse free legal services templates for lawyers and legal teams — forms, assessments and AI reports you can customize and use today.
← All templatesStructured intake for attorneys and law firms — captures client details, opposing parties, and dispute context before the first consultation.
View template →Intake routing for law firms — classify each matter by practice area, case stage and urgency so the right attorney handles the consultation.
View template →Capture case facts in a structured sequence — events, evidence links and parties — so the attorney reviews a complete picture before advising.
View template →Build a chronological account of key events for lawyers and paralegals — date, action and evidence links — so scattered facts become a clear case narrative.
View template →Map every person in a legal matter — client, opposing party, witnesses, co-counsel — with roles and contacts, so your team never loses track of who is who.
View template →Log each piece of evidence with description, source, date and submission status — one view of what exists and what is still missing before trial.
View template →Let clients book a legal consultation by choosing a time slot, practice area and agenda — so the attorney arrives prepared rather than cold.
View 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.
View template →Score the factors that drive a case — liability, damages, evidence, credibility and venue — and get an AI report framing an indicative, non-binding outlook.
View template →Score your exposure across contract, employment, regulatory and data-risk dimensions, then get an AI report flagging where legal attention is most needed.
View template →Score urgency, relationship value, cost and complexity to see whether litigation, mediation or arbitration fits a dispute — explained in an AI report.
View template →Score a contract across liability caps, termination, indemnity and data clauses, then get an AI report flagging the terms that most need review.
View template →Answer questions on originality, function, branding and secrecy to see whether copyright, trademark, patent or trade-secret protection fits best.
View template →Log the trigger date, claim type and tolling events to gauge time-bar risk, then get an AI report flagging how soon you may need to file.
View template →Let clients confirm each retainer-agreement term with a checkbox, typed name and date — a clear record of agreement before an engagement starts.
View template →Screen conflicts of interest before intake — list parties, relationships and confidentiality terms, confirmed with a checkbox, name and date.
View template →Let clients choose a billing model — hourly, fixed, contingency or capped — and confirm the basis and payment terms before work starts.
View template →Capture a client's consent to electronic service — channels, addresses and effective dates — recorded with a name and date.
View template →Register participants for a mediation or arbitration session — parties, representatives, chosen slot and dispute type — in one structured sign-up form.
View template →Let clients register a matter and receive structured status updates — current stage, next step and last update date — without chasing the firm by phone.
View template →List every document a client still needs to supply, with status and due dates, so nothing is missing when the matter moves forward.
View template →Collect a client's agenda items, priorities and expected outcomes before a meeting, so the attorney walks in with the conversation already focused.
View template →Register each witness with identity, relationship, what they observed and availability, giving the legal team a clean roster to prepare from.
View template →Log each client call or meeting with date, participants, discussion points, decisions and follow-ups, so file notes stay consistent and searchable.
View template →Measure how clients rate your legal service across responsiveness, clarity, expertise and value, with open follow-ups that reveal what to improve.
View template →Review a completed matter with the client — outcome satisfaction, process, communication and lessons — capturing feedback at the moment a case closes.
View template →Gauge how likely clients are to recommend your firm, capture the reason for their score and identify promoters, passives and detractors for follow-up.
View template →Collect a client's success story with their written permission — capturing the situation, result, and a consent checkbox, name and date.
View template →Collect each attorney's licence number, bar admissions, practice areas and insurance details in one structured roster for onboarding or a directory.
View template →Capture a new law-firm hire's personal details, start date, team, equipment and access needs in one onboarding intake, so nothing is missed on day one.
View template →Collect an applicant's matter type, financial circumstances and eligibility details in one structured intake for legal-aid review.
View template →Survey a company's recurring legal needs — contracts, employment, compliance and disputes — to scope the right retainer or advisory support.
View template →Gather the essentials of a family-law matter — marriage, children, finances and the outcome sought — so the attorney is ready before the first meeting.
View template →Capture the role, contract, dispute type and timeline of an employment matter so an attorney or adviser can assess the claim before consultation.
View template →Record the accident date, location, parties, injuries and insurance so a personal-injury attorney can evaluate a claim from one complete intake.
View template →Collect the property, transaction type, parties and key terms so a conveyancing or property lawyer can advise accurately before the deal proceeds.
View template →Capture the agreement, the breached terms, the amounts at stake and the timeline of a contract dispute so a commercial lawyer can assess options before advice.
View template →Collect nationality, current status, visa history and the goal of an immigration matter so an attorney can assess routes before advising.
View template →Register an IP enquiry — asset type, status and goal — so an IP attorney can prepare for a consultation on trademarks, patents, copyright or trade secrets.
View template →Gather the charges, custody status, key dates and case context so a defence attorney can assess the matter urgently and prepare.
View template →Score your company's compliance posture across policies, filings and controls, get a prioritised risk report and see what to remediate first.
View template →Check data collection, consent, storage and cross-border practices against common privacy-framework expectations and see which gaps to close first.
View template →Record which contracts you sign most, the clauses that matter and your review flow, so counsel can prioritise a template library built for how you deal.
View template →Capture assets, dependants, guardianship wishes and executor choices so an estate lawyer can shape a will and planning conversation around your goals.
View template →Collect entity type, shareholders, capital, business scope and filing needs so a corporate lawyer can scope incorporation work and costs before advising.
View template →Capture the mark, goods, classes and inventions you plan to protect so an IP attorney can run clearances and flag conflicts before you file.
View template →Check CLE hours, practice requirements and renewal deadlines, get a scored readiness report and see exactly what an attorney still needs before the next cycle.
View template →Run a scored legal-knowledge exam for staff or candidates, auto-issue a result certificate and get a report showing strengths and topics to revisit.
View template →Score a legal lead on matter type, urgency, budget and fit, get a qualified-now or nurture report, and route high-value enquiries to a lawyer first.
View template →Log who referred a case, its matter type, urgency and client needs in one registration, so firms route referrals correctly and thank partners on time.
View template →Confidential intake form for law firms and attorneys. Collect case info, opposing party, and deadlines for conflict review. 10 customizable fields.
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