FREE 9+ Legal Client Intake Form Samples in PDF | MS Word

Metajure.com conducted a survey about the number of documents that attorneys receive on average. And the result is an astounding 26,000 documents a year, including emails, document files, legal requests, and all sorts of petitions. Undoubtedly, proper documentation is essential for those in the legal profession, even when accepting clients wherein legal client intake forms are being used. But, what does an intake form aid to someone who can simply interview his clients and receive them right away? Well, you can read on to know better about this document that’s relevant for attorneys and lawyers of all sorts of expertise.

Legal Client Intake Forms: Definition

Everyone can get into a lawyer’s or an attorney’s office and ask for legal assistance, but not everyone will receive it. Why? Because the one who will cater to the client must be the one who is knowledgeable about the specific legal issue. That is the reason why there are legal client intake forms given to anyone requesting the aid of an attorney or lawyer.

Specifically, legal client intake forms contain entry fields that a client will have to fill out. Its objective is to document the client’s details and the services or assistance that he wants to acquire from an attorney. Once filled out, the attorney will be able to determine whether he is the right fit for the client’s needs. And if not, then he can send a client recommendation to his other peers who are experts in the legal concerns of the client.

On the one hand, a legal client intake form will also serve as a communication tool that allows clients to state their expectations and preferences. Some examples would be the client’s preferred schedules and the number of times in meeting with the attorney, and his expected outcome for the case that he is in.

Benefits of Using Legal Client Intake Forms

9 out of 10 lawyers and law firms fail to follow up and get the contact information of their clients, according to Law Technology Today. Unfortunately, failing to do so will only result in having less satisfied clients who will most likely inform their acquaintances of the lawyer’s poor customer service. Well, you don’t want that, right? So, you should use legal client intake forms. Apart from that reason, you can also gain the benefits associated with its usage, such as the following:

1. You’ll have a guide for conducting client interviews

Lawyers use intake forms similar to how employers use application forms during job interviews. According to AttorneyAtWork.com, what a lawyer does not know about his client can hurt him. Why? Because there might be some issues and subjects to include in when dealing with the case. And if those issues weren’t discussed, then it may lead to legal penalties and greater responsibilities to handle. But, with the intake form, lawyers will be able to ask and document more details about the client and his legal service needs.

2. You’ll know who the involved are

It’s vital to identify the involved parties of the legal issue, including the legal witness and others. And for that, a legal client intake form allows you to know them before drafting a contract with your client. You can also add a section that specifies their relationship with the client and roles in the case. Aside from that, getting on hand their individual contact information will also be advantageous, especially in critical times where their legal statements become necessary for hearings and proceedings.

3. It’ll help you select your clients

There are many different areas of legal practice. Therefore, there are many types of lawyers. Some are experts in family law while some are in criminal law. Others in public law, while some are more into banking and finance law. That’s why before you accept and shake the hand of your client, you should know first if you are capable of handling his case. And the best tool you can use for that is a legal client intake form that will aid you in the client selection process.

9+ Legal Client Intake Form Samples in PDF | DOC

The contents of a legal client intake form vary on the lawyer or attorney who is using it to collect data from his client. So, if you’re still on the hunt for a template that you can utilize as a guide in making your own form, then you can opt to use our templates below:

1. New Legal Client Intake Form Sample

2. Legal Client Intake Form Template

3. General Legal Client Intake Form Sample

4. Simple Legal Client Intake Form Template

5. Sample Legal Client Intake Form in PDF

6. New Client Intake Form Example

7. Formal Legal Client Intake Form

8. Massive Client Intake Form Template

9. Basic Client Intake Form Sample

10. Client Intake Form in DOC

Why Use Our Legal Client Intake Form Templates?

With all the paperwork and legal forms that lawyers need to read each day, it’s possible that making another document can be a hassle. But, not for long, since we have created legal client intake form templates for all sorts of attorneys, lawyers, and law firms. And the best part is, every one of it is entirely editable, including its entry fields and lines, for easy customization. Apart from that, our sample templates are also compatible with any electronic screen devices and printers. Be it in a home, or in the law firm office, lawyers can print out the templates with ease.

Overall, legal client intake form templates are beneficial for anyone in the legal and law industry. But, it’s essential that when using the templates, one must also know what sorts of information he will need from his client so the resulting form will be useful and efficient. And during the intake process, it’s best to get further details by interviewing and requiring the client to submit other documents to support his claims about the legal assistance that he needs.