Legal Client Intake Form Template

Introduction

Many lawyers and consultants lose time, miss crucial client details, or face legal missteps simply because they didn’t gather the right information upfront. A clear, structured Legal Client Intake Form can fix this. It helps you capture everything you need to assess a client’s case, stay compliant, and build trust from the very first interaction.

In this post, you’ll get access to a downloadable template — plus guidance on how to use it, customize it, and avoid common intake mistakes.

Who Should Use This Template + When to Use It

This intake form template is ideal for:

• Solo lawyers and boutique legal practices
• Paralegals or legal support teams
• Freelance legal professionals
• Legal consultants and advisors

Use this template:

• During the onboarding process of a new client
• Before starting work on a new matter or case
• When screening potential leads before consultation

Whether you work in corporate, commercial, family, or international law — a proper intake form streamlines the legal-client relationship from day one.

What’s Inside the Template

Here’s what you’ll find in the Legal Client Intake Form Template:

1. Basic Client Information

• Full name / business name
• Contact details (email, phone, address)
• Preferred method of communication

2. Referral Source

• How the client heard about you (e.g., website, referral, ad)

3. Matter Type & Description

• Legal area (e.g., contracts, litigation, immigration)
• Brief summary of the issue
• Urgency or deadline, if any

4. Conflict Check Section

• Names of other involved parties (for conflict screening)

5. Fee Arrangement (Optional Preview)

• Hourly / fixed rate (to be finalized later)
• Notes on expected scope or billing range

6. Document Checklist

• What documents the client should bring (e.g., contracts, ID, emails)

7. Signature / Authorization

• Confirmation that information is accurate
• Option to consent to further communication or assessment

Download the Template + Usage Notes

Click here to download the Legal Client Intake Form Template (Word + PDF formats).

File types: Microsoft Word (editable) + PDF (fillable form)

How to use it:

• Open in Word to edit sections to fit your practice.
• Print as a hard copy for walk-in clients.
• Use the PDF version for digital client submission.

Legal Disclaimer:

This template is provided for informational purposes only and does not constitute legal advice. Always review your intake documents with a qualified lawyer to ensure compliance with your jurisdiction’s rules and data privacy laws.

How to Customize It + Optional Add-ons

You may want to personalize the form based on your legal niche.

Tips for customization:

• Add an NDA clause if you’re receiving sensitive business documents.
• Include GDPR/CCPA consent fields if working with international clients.
• Translate the form into your client’s language if needed.

Optional add-ons:

• A pre-engagement questionnaire
• Conflict waiver clause (if applicable)
• Client goals or expectations section

Pro Tip: Keep your intake form short and practical — only collect what you really need.

Closing Thoughts + Call-to-Action

Having a professional client intake process saves you time, protects your practice, and gives your client confidence in your systems. This template is a great first step toward building a smoother, more consistent onboarding experience.

Need help adapting this form to your specific practice? Contact us for a quick review