Legal client intake template
Collect a prospective client's contact details and matter summary.
Legal client intake is a starting point for legal & agreements used by legal. Collect a prospective client's contact details and matter summary.
Replace the bracketed placeholders, add your legal name, and change any questions in the drag-and-drop builder. Publish a version, then share a link, print a QR, or open kiosk mode on a counter iPad.
Every submission is envelope-encrypted. ConsentForms stores hashes and an audit trail so you can show what was signed later. Templates are not legal advice; have an attorney review waivers, releases, and agreements before you rely on them.
What this form includes
- New Client Intake
- Full name
- Email address
- Phone number
- Street address
- City
- State / province
- Postal / ZIP code
- Type of matter
- Briefly describe your situation
- Names of other parties involved (for conflict check)
- Best way to reach you
- Signature
- Date
How to use this template
- Use this template (free). It copies into your account as a draft.
- Edit the wording, add a signature if it is missing, and publish.
- Share the client link or QR. Signed PDFs land in Submissions.
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Questions
What is this legal client intake for?
Collect a prospective client's contact details and matter summary.
Can I change the questions?
Yes. Every template opens in the builder. Change wording, add or remove fields, then publish a version. Nothing goes live until you publish.
How do people sign it?
They open your link or scan a QR on any phone, tablet, or laptop. They do not create an account. You get an encrypted submission and a signed PDF.