Legal consultation form template
Screen every consultation request for practice area, conflicts, and urgency before it reaches an attorney's calendar. Collect the matter, the parties involved, and key dates in one intake.
Before a firm can take a matter, it has to run a conflict check, and that check needs the names of everyone involved. Book the consultation first and an attorney can spend an hour on a case the firm was never able to accept. Typeform's legal consultation form collects the matter details and the parties involved before anything reaches a calendar, so you run conflicts before you book.
Prospective clients describe their matter, name the parties, and lay out the key dates. Someone with a family law matter answers about the parties and any existing court orders, while someone with a personal injury claim answers about the date of the incident and the treatment they've had. Clients attach the documents they already hold, so an attorney reads the actual paperwork before the meeting.
Each request arrives with the matter, the parties, and the dates laid out. You run the conflict check, see whether the matter fits your practice, and book consultation slots with clients you can actually represent.
A legal consultation form is an online form law firms use to collect details from prospective clients before an initial consultation. It collects the type of matter, the parties involved, key dates, what the client is seeking, and their contact details. Firms use this legal consultation form to run conflict checks and screen for fit before committing attorney time.
Without a legal consultation form, intake happens in the consultation itself, which is the most expensive place to do it. An attorney sits down and learns the matter falls outside the firm's practice area, or that a conflict rules it out entirely. A legal consultation form gathers the matter and the parties beforehand, so the firm screens the request before an attorney spends time on it.
Capture what intake needs:
- Type of legal matter
- Parties involved
- Key dates and deadlines
- What the client is seeking
- Contact details
Yes. Clients can upload contracts, court filings, or correspondence with File Upload, available on paid Typeform plans. They can add PDFs or images up to 10MB each, so an attorney reads the actual documents before the consultation, instead of hearing them summarized. Every supporting file arrives attached to the request.
Yes. Typeform encrypts every response in transit and at rest, and meets major security standards including GDPR, SOC 2, and ISO 27001. Prospective clients share sensitive details about their legal situation, so their answers and any documents they attach stay protected from intake onward.
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