Client Intake Form

Let new clients set out their legal matter, contact details and documents before their first meeting with your firm.

Description

A client intake form is the first step a law firm takes with a new inquiry — it captures who the client is and what they need before anyone picks up the phone. Instead of a scattered email trail, you get the matter type, a description of the issue and the client’s details in one structured place, ready to open a file and run a conflict check.

It asks what type of legal help the client needs, a brief description of the issue and when it arose, and whether they’ve taken advice before. Full contact details, preferred contact methods and an address let you reach them the right way, while a document upload means relevant paperwork lands with the matter from the very start.

Customize the practice areas and fields to match your firm, restyle it in your brand colors, and embed it on your site so new clients can get the ball rolling any time.

Form fields

Everything the Client Intake Form above collects — 12 fields, so you can see exactly what it captures before you make it your own.

New Client Intake

What type of legal help do you need?
Single-Select
Please specify legal type:
Short Answer
Brief description of your legal issue
Long Answer
When did this issue arise?
Date
Have you consulted a lawyer before about this?
Yes/No
Full Legal Name
Name
Email Address
Email
Phone Number
Telephone
Preferred methods of contact
Multi-Select
Your Address
Short Answer
Upload any relevant documents
Short Answer
Acceptance
Multi-Select

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Template FAQs

Common questions about the Client Intake Form — what it captures, when to use it, and how to make it your own.

What is a client intake form?

It’s the form a law firm uses to gather a new client’s details and the nature of their legal matter before the first meeting. It captures the type of help needed, a description of the issue and full contact details, so you can open a file and prepare properly.

What information does the form collect?

It captures the type of legal help needed, a description of the issue and when it arose, whether they’ve sought advice before, and full contact details with preferred contact methods. A document upload lets clients attach anything relevant so nothing’s missing when you review the matter.

When should a client fill it in?

As soon as they get in touch, before the first consultation. Completing it up front means you arrive at that meeting already knowing the matter type, the background and what documents exist, so the time is spent on advice rather than gathering the basics.

Who is this form for?

Solicitors, law firms and legal advisers taking on new clients across any practice area — family, property, employment, wills or disputes. It suits any firm that wants a tidy, consistent way to capture new matters rather than piecing them together from calls and emails.

Why capture the matter type up front?

Knowing the type of legal help needed lets you route the inquiry to the right fee earner and run an early conflict check before you commit time. It also flags matters you can’t take on quickly, so clients aren’t left waiting on work that isn’t the right fit.

Is this intake form free to use?

Yes — it’s completely free. Create a Fun Forms account, customize the practice areas and fields to match your firm, restyle it to your brand, and embed it on your website with no coding. New client matters then arrive in one organized place, ready to action.

Make a free Fun Form

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Unlimited forms
Unlimited results

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