FREE 10+ Legal Client Intake Form Samples in PDF | MS Word

Establishing a relationship with a client is crucial for the success of every business and company. But, how can one build a strong and productive relationship in the industry of law? Well, by documenting the needs and preferences of the clients. And, the best tool to use for that purpose is a legal client intake form that collects the client’s details and court representation requests.

Establishing a relationship with a client is crucial for the success of every business and company. But, how can one build a strong and productive relationship in the industry of law? Well, by documenting the needs and preferences of the clients. And, the best tool to use for that purpose is a legal client intake form that collects the client’s details and court representation requests.

Legal Client Intake Form: Importance

Problems and issues are part of life. But, dealing with each one of it, especially when it comes to legal matters and concerns, can be difficult for anyone who’s not an expert in the field. That’s why there are lawyers who provide legal services. Just like the variety of problems that people face each day, there are also varieties of law fields that each lawyer is an expert to. And, for each lawyer to know whether or not they can provide and address what a client will need for a lawsuit or case, they will have to use a legal client intake form. In it, the client can disclose his contact information, the nature of the legal representation to request, as well as his expectations and goal that the lawyer must meet.

On the one hand, without the intake form, there would be issues that may arise during the period when the lawyer will start providing services to the client. And, one of the most common is miscommunication that will lead to misrepresentation and failure.

Getting Legal Client Intake Details Appropriately

When a client comes into the office of a lawyer, often, it’s not because something good happened or will happen, but rather the opposite. So, when a lawyer gets the details of the client and the reason why he arrived at the office, he should note of the following tips to perform an efficient client intake process:

Tip #1: Make and provide a functional client intake form.

The form will be the first transaction documentation with a client that states what he expects and wants from the lawyer. It’s also important to not limit the contents of the form to only a few details about the client. Also, there should be enough allotted space for the client’s explanation about the service that he will want to have. Apart from that, the lawyer should give out instructions in specific parts of the form, especially if it deals with private details.

Tip #2: Prescreen your client.

Now that your client has submitted his intake form, you will be able to have a documented guide of his expectations. To adequately prescreen a client, the lawyer should ask about the case, goals, and personal background. This is highly vital, especially for those who are performing the client intake as a solo or small lawyer in a new legal firm.

Tip #3: Be sensitive and know your boundaries.

Of course, even if your aim is to know deeper who your client is and what legal actions he should do, you must know your boundaries when getting information. Why? Because gaining a client’s trust could be tricky. Some prefer not to tackle specific areas of the case. At the same time, some would want to disclose details in writing instead of verbally communicating.

10+ Legal Client Intake Form Samples

There can be so much information a single client will give to a lawyer. But, with the right type of legal client intake form, avoiding information overflow will be possible. Also, both parties will be able to address what they want from one another. So, how about rather than making your intake form from scratch, you use our templates instead? Surely, you’ll get to choose which among our templates suits your preferences:

1. Prospective Client Intake Form Sample

2. New Client Intake Form Template

3. Legal Client Intake Form Sample

4. Divorce Client Intake Form Sample

5. Confidential Client Estate Intake Form  Template

6. Legal Clinic Client Intake Form Sample

7. Elder Law Legal Client Intake Form Template

8. Legal Advice Service Client Intake Form Sample

9. Victim Legal Counsel Client Intake Form Sample

10.  Client Personal Injury Intake Form Template

11. Legal Client Intake Form in DOC

Benefits of Using Our Legal Client Intake Forms

When you make any document, including legal forms and information forms, you will have to create a draft first before the final output. Why? To make sure that it contains all that you need with your preferences. But, making drafts can take up time, as well as in deciding what format and layout you will use. Luckily, we give you our sample legal client intake form templates. Wondering why you must use and choose our templates?

Firstly, it’s time-efficient! Using our template will allow you to save time from making one from a blank sheet. And then, you can use up the rest of your spare time to welcome clients instead.

Second, it’s cost-effective, for instead of hiring a designer or content creator to make the form, you can utilize your own skills with our templates. Don’t worry, each of it is user-friendly, so you can use your basic editing skills for customizing it.

And lastly, it’s compatible with any device you want to use. Now, you won’t worry about what device you should have. You can access our legal client intake forms anytime and anywhere, so long as you have downloaded it.

To conclude, using legal client intake forms allows clients to fully communicate with their lawyers. And on the one hand, lawyers will also know if their expertise is suitable and compatible with what the client’s needs are for the lawsuit of case to resolve and represent.