Legal client intake template
A confidential intake for law firms: matter type, parties and conflicts check. Use it as it is or change anything, then share a link, embed it on your site or print a QR code.
- 12 questions
- Fills a document
Questions in this form
- Section: About you
- First name required
- Last name required
- Email required
- Phone required
- Address
- Section: Your matter
- Type of matter required
- Briefly describe your situation required
- Other parties involved
- Is there a deadline or court date?
- Deadline shown only when needed
- How did you hear about us?
- Agreement required
Smart logic
One question appears only when an earlier answer makes them relevant, so people never see questions that do not apply to them.
The document it creates
Every response becomes a ready made client intake document laid out in the Elegant design, as a PDF or Word file. It is saved to your Drive in a folder for this form and attached to the respondent's copy of their answers. With Pro you can switch to your own Word or PDF template.
How to use it
- Use the template. It opens in the form builder with the Corporate theme already applied.
- Make it yours. Change questions, logic, colours and fonts. The live preview shows exactly what respondents will see.
- Publish and share. Copy the link, embed the form on your website or download its QR code. Responses arrive in a table with charts and exports.
More business and clients templates
Questions
Is this legal client intake template free?
Yes. Create a free FormsBat account, use the template and share the form. The Free plan includes unlimited forms and 1,000 responses a month.
Can I change the questions and design?
Yes. Add, remove and reorder questions, change any wording, pick another theme or accent colour, and add your logo. The template uses the Corporate theme.
Do people need an account to answer?
No. Respondents open your link on any phone or computer and answer without signing up.
What happens to each response?
Every response becomes a ready made client intake document laid out in the Elegant design, as a PDF or Word file. It is saved to your Drive in a folder for this form and attached to the respondent's copy of their answers. With Pro you can switch to your own Word or PDF template.
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