Legal Client Intake Form Template
Capture every detail a new legal matter needs — parties, dates, documents, and conflicts — before the first consultation begins.
A complete legal client intake form that gathers contact details, matter type, opposing parties, key dates, and supporting documents in one shareable link. Solo attorneys and firm staff publish once, prospective clients fill it out from any device, and the conflict check starts before the phone call.
Why use a legal client intake form?
What's included in this template
16 fields — customize any field or add new ones with AI.
Need different fields?
Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.
Key features of this legal client intake form template
Everything you need to launch this form in minutes, share it with your team, and collect submissions reliably.
Conflict-check ready
Opposing party names and matter type are captured as structured fields, so you can run a clearance search before the first call instead of after.
Secure document upload
Clients can attach contracts, demand letters, or court notices directly — no separate email chain, no missing attachments at the consultation.
No-engagement disclaimer built in
A required acknowledgement makes it explicit that submission alone does not form an attorney-client relationship — important for ethics compliance.
AI-edit any field
Need to add a child-custody section for family law, or strip out personal injury fields for a transactional practice? Describe the change in a sentence and the form updates.
Mobile-first signature capture
Clients sign with a finger on their phone — no DocuSign account required, no PDF round-trip.
Routes to your case management tool
Pipe submissions into Clio, MyCase, or a Google Sheet via Webhook so a new matter file is created automatically.
Perfect for
How to use this template
Open the template
Click "Use this template free." Flexform loads the form instantly — no account needed to preview.
Customize with AI
Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.
Connect & publish
Link to Slack or Google Sheets with one click, then embed on your site or share the link.
Ways to use this template
Personal injury intake
Capture accident date, injury type, treating providers, and other parties involved before the first call. Conflict checks and statute-of-limitations triage happen the same day, not three days later.
Family law consultation
Gather marriage and separation dates, children's ages, and a short narrative of the dispute. Spouses' full legal names get logged for conflict screening before the attorney calls back.
Business and contract disputes
Collect entity names, contract dates, amount in controversy, and uploads of the underlying agreement. The attorney walks into the consultation already knowing the deal structure.
Estate planning intake
Pull together family structure, asset categories, and existing documents like prior wills or trusts. The drafting paralegal has a starting point before the client even arrives.
Immigration case screening
Capture country of origin, immigration status, family ties, and prior filings. Eligibility triage happens up front so consultations focus on strategy, not data collection.
Legal aid eligibility
Combine household size, income, and matter type into a single intake so case managers can prioritize the queue and route eligible applicants to the right staff attorney.
Workflow integrations
Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.
Real-time sync
Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.
Conditional routing
Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.
Two-way data flow
Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.
Why choose Flexform?
Frequently asked questions
Does submitting this form create an attorney-client relationship?
No, and the form makes that explicit. There is a required acknowledgement checkbox confirming the client understands that no relationship is formed until a written engagement agreement is signed. This is standard ethics-rule protection for the attorney.
How do I run a conflict check from the responses?
Opposing party names and related individuals are captured as separate, structured fields rather than buried in a narrative. Export them to your conflict log via Google Sheets, or pipe them into your case management tool with a Webhook so the check runs against existing matters automatically.
Can clients upload documents like contracts or court notices?
Yes. The form includes a file upload field that handles PDFs, Word documents, and images. Clients can attach a demand letter, a contract, or a photo of the notice they received — everything arrives in one submission rather than a separate email thread.
Is the data secure enough for confidential legal information?
Submissions are encrypted in transit and at rest. For matters that require stricter handling, you can route responses directly to your case management system via Webhook and disable storage on the FlexForm side.
How do I adapt this form for a specific practice area?
Open the AI editor and describe what you need — "add a section for child custody history" or "this is for trademark matters, ask about prior USPTO filings instead of court history." The form updates without you touching the field editor manually.
Can prospective clients save their progress and come back?
Yes, partial saving keeps their responses in the browser, so a client who started filling things out on their lunch break can finish at home that evening. Useful for the longer family law and estate planning intakes.
Does this work on phones?
The form is mobile-first, including the signature field — clients sign with a finger. If you have a client portal app, the same form runs natively inside it through the Kotlin Multiplatform mobile SDK, with real Android and iOS UI rather than an embedded webpage.
Can I get a Slack notification when a new intake arrives?
Yes. Connect the Slack integration and route new submissions to a dedicated #new-matters channel. Intake coordinators see the matter type and parties involved at a glance and can claim the conflict check from the message itself.
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Use this legal client intake form template free
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