Legal Client Intake Form
Collect legal matters with every date, party, and detail the file needs, while the client is still motivated to give them. Gather the matter details, key dates, parties, and documents in one intake.
The limitation clock on legal matters starts running long before the client walks into your office. You can't know how much time you still have left to resolve the matter without knowing the date of the incident. Typeform's legal client intake form captures the dates, the parties, and the matter details on the day they hire you, when they're still willing to dig for them.
Clients give their contact details, the nature of the legal matter, everyone involved, and the dates that define it. Conditional logic then branches on the matter type: select a personal injury matter, and the form asks for the date of the incident, the treating providers, and the insurers involved. Select a contract dispute, and it asks for the agreement date, the parties to the agreement, and the date performance failed. Each client answers only what their own matter requires.
You receive the legal file with all the details you need: parties named, dates recorded, documents attached, and the conflict check ready to run. No associate spends another unbillable hour chasing down a detail the client could have clarified from on day one.
A legal client intake form is an online form new clients complete when a firm opens their matter. It collects their contact and billing details, the nature of the matter, the parties involved, the key dates, and any documents they already hold. Law firms use legal client intake forms to open a complete file on day one rather than assembling it across weeks of follow-up.
Without a legal client intake form, intake is spread across a first meeting, two emails, and a voicemail. Every gap turns into its own follow-up, and the client takes longer to answer each one as their urgency fades, so a file that should have opened Monday is still missing the insurer's name down the line in week three. A legal client intake form asks for all these details in one sitting. You run the conflict check and calendar the limitation date the day the client signs, instead of after the third reminder email.
Capture what the file needs first:
- Client contact and billing details
- Nature of the matter
- All parties involved
- Key dates and deadlines
- Documents the client already holds
Ask for the specific date something happened, not when the problem started. A client will tell you it began sometime last spring if you let them, and a vague answer makes it hard to gauge time left on a limitation period. Make the date a required field, and where the date of discovery matters as much as the date of the incident, ask for both.
Yes. Send every intake straight into the system where you open matters, so a new client becomes a file automatically, without anyone retyping their details. Typeform connects to many tools directly, and thousands more through Zapier, which matters most at intake, when the same information otherwise gets entered twice.
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