Law firm client intake form template
Use this legal client intake form to screen a potential client before the first consultation. It is general; add practice-area questions for family law, personal injury, immigration, or estate planning.
Short answer
A law firm intake form should collect contact details, the type of matter, the other parties for a conflict check, key dates and deadlines, and the documents the person has. It should not ask the person to describe confidential details at length.
The 13 questions, and why to ask each one
Contact details
1. What is your full legal name?
Why ask: Needed for the conflict check and the file.
2. What is your phone number and email address? Is it safe to leave a message?
Why ask: Protects the person when the matter is sensitive.
3. In which state or country do you live?
Why ask: Checks that the matter is in a jurisdiction you serve.
The matter
4. What type of legal matter is this?
Why ask: Routes the enquiry to the right practice area.
5. In a few sentences, what happened?
Why ask: Gives enough to judge fit without a full statement.
6. Who are the other people or companies involved?
Why ask: Needed to check for conflicts of interest.
7. When did this happen or start?
Why ask: Shows if a limitation period may apply.
8. Is there a court date, deadline, or notice you have received?
Why ask: Shows urgency and what must happen first.
9. Do you already have a lawyer for this matter, or did you have one?
Why ask: Affects whether and how you can act.
Documents and next step
10. Which documents do you have? (contracts, letters, court papers, police reports)
Why ask: Lets you ask for the right papers before the consultation.
11. What result do you hope for?
Why ask: Shows if the expectation is realistic.
12. Do you prefer a phone, video, or office consultation?
Why ask: Lets you schedule the right type of meeting.
13. How did you hear about the firm?
Why ask: Shows which referral sources bring matters you accept.
This template is general information, not legal advice. Check it against the professional conduct rules for your jurisdiction, including rules on confidentiality, prospective clients, and conflicts. State on your form that submitting it does not create an attorney-client relationship.
Run this form as a conversation
A form waits until the visitor fills in every field. A MadeAgentic website agent answers the visitor's questions from your approved content, asks these intake questions by voice or text, and sends your team a summary. For good-fit visitors it can open your Calendly or Cal.com calendar inside the chat; the visitor picks the time.
- Generate a first agent from your website address.
- Add the questions above as qualification objectives and remove the ones you do not need.
- Test the conversation, then add the embed code to your site.
$99 per agent per month after a 30-day free trial. No credit card needed.
More intake form templates
- Client intake form template
- Coaching intake form template
- Consulting client intake form template
- Tax client intake form template
- Real estate buyer questionnaire template
- Web design client questionnaire template
- Interior design client questionnaire template
- Financial planning client questionnaire template
Related: Legal intake agent for law firm websites, how to qualify leads from your website, AI lead qualification workflow.
FAQ
Intake form questions
What should a law firm client intake form include?
Contact details, jurisdiction, the type of matter, a short description, the other parties for a conflict check, key dates and deadlines, existing representation, available documents, and the desired result.
Does an intake form create an attorney-client relationship?
That depends on your jurisdiction's rules and on what your form says. Many firms add a clear statement that the form does not create an attorney-client relationship and ask people not to send confidential details until the firm has completed a conflict check. Confirm the wording against your local rules.
Is this template free to use?
Yes. Copy the questions, print the page, or save it as a PDF from your browser. No signup is needed. Change the wording so it matches your services.
How many intake questions should I ask?
Ask only what changes your next step. Most firms need 8 to 15 questions before a first call. Move anything you only need after the client signs to an onboarding form.
Can an AI agent ask these questions instead of a form?
Yes. In MadeAgentic you add the questions as qualification objectives. The website agent answers the visitor's questions from your approved content, asks your intake questions in conversation by voice or text, sends your team a summary, and can open your Calendly or Cal.com calendar for good-fit visitors. It does not answer phone calls, and the visitor picks the meeting time.
Test it on your own website first.
Generate an agent from your website, add your intake questions, and try the conversation before visitors see it.