Law Firm Client Intake Form Template

Benefits of Using This Law Firm Client Intake Form Template

Ensures Data Security and Privacy

SurveySparrow maintains strict confidentiality concerning customers’ data. Our platform is compliant with GDPR (General Data Protection Regulation) and CCPA (California Consumer Privacy Act) guidelines ensuring utmost privacy regarding client information. You can reassure your clients about data safety and security while using our services.  

Use File Upload Feature

Thinking about how to collect important documents from your clients? Our file upload feature allows you to give an option to your clients for uploading documents such as police reports, witness statements, or incident reports. Doing so will help you to easily verify the documents and save them for future reference.

Conversational Experience

Make this law firm client intake form as engaging and interactive as possible with SurveySparrow’s conversational UI. Use emojis, GIFs, and images to make the form-filling process more fun. Try to include interactive messages in between so that it feels like a friendly conversation rather than a boring information collection.

Skip/Display Logic

Ask relevant questions pertaining to the case to get more clarity. For instance, if your client has been involved in any legal disputes before, use our display logic and direct them to follow-up questions to get a detailed explanation. Use skip logic to spare your clients from responding to unnecessary questions.

Supports 130+ Languages

If your law firm is working internationally and taking cases from different countries, then our platform supports 130+ languages. You can make a multilingual form in just a few clicks. All you have to do is, design the form in your language and translate it using the inbuilt Google translator.

Create PDF client intake forms 

You can create printable forms by exporting them. Design the form first and export client intake form law firm into PDF format. Different orientation options including portrait and landscape are available. Choose the desired page size and click on export. Use these printed forms to collect client information offline.

Try this Legal Contact Form Template

Law Firm Client Intake Checklist

Demographic details

1. Full name
2. Address
3. Contact details

Identity Proofs

1. Driver’s license
2. State ID
3. Residence card

Legal matter details

1. Legal issue type
2. Involved individuals
3. Court orders or other legal documents

Financial information

1. Fee structure
2. Financial proof related to the case
3. Insurance information, if applicable
4. Consent signature for legal proceedings

How To Use This Law Firm Client Intake Form Template

Step 1: Customize

Start with our builder and choose appropriate question types to frame questions. Design the form by changing the background image, button colors, and font style. Add your company logo and make the form look like your own.

Step 2: Integrate

Integrate with Mailchimp to reach out to your customers immediately after the form submission. Hubspot integration allows you to select advocate consultation dates and schedule hassle-free appointments. Google Sheets integration will simplify the data collection process.

Step 3: Share

Once your integrations are done, share this form with your clients using a unique web link. You can embed it on your law firm’s webpage so that visitors can fill out the form easily. Apart from these, other sharing options like SMS, WhatsApp, and social sharing are also available.