Structured intake for attorneys and law firms — captures client details, opposing parties, and dispute context before the first consultation.
Quick answer
The first step before a lawyer takes the call: it captures who the client and opposing party are, what the dispute involves and how urgent it is, so your team can triage and prepare — it organises case information and gives no legal advice.
Disclaimer: this page and its output are for process reference only. They do not constitute legal advice. Consult a qualified attorney when needed.
Methodology: fields are adapted from widely used law-firm intake checklists; not affiliated with any bar association.
An attorney intake form is the first structured touchpoint between a law firm and a prospective client. This template captures who is involved (client, opposing party, referral source), what happened (dispute summary with key dates), how urgent the matter is and what practice area it belongs to — so your team can triage, assign and walk into the first consultation fully prepared.
Sample form preview (live - fill it in to see responses).
Everything you need to run this template.
Client, opposing party and referral source captured in one pass.
Structured description with key dates and deadlines.
Route to the right attorney or team automatically.
Flag time-sensitive matters instantly.
From copy to deliverable in four steps.
Copy it into your workspace and name your firm or practice area.
Add or remove questions to match your intake workflow.
Send a link or QR; responses arrive in one dashboard.
Review the intake before the consultation and assign urgency.
Pick your role — see how it fits your workflow.
Give every new prospect a consistent intake without rebuilding from scratch.
Standardize what gets captured across practice areas and paralegals.
Turn one-off paper forms into a branded, reusable digital workflow.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
