Client Intake Form

A Client Intake Form is a crucial document used by legal professionals to gather essential information about new clients and their legal needs. Key aspects include:

1. Personal details (name, contact information, date of birth)

2. Reason for seeking legal assistance

3. Brief description of the legal issue

4. Relevant dates and deadlines

5. Financial information (if applicable)

6. Conflict of interest check

7. How the client heard about the firm

8. Emergency contact information

9. Preferred method of communication

This form streamlines the onboarding process, ensuring that attorneys have the necessary information to assess the case and provide appropriate legal advice. It helps in identifying potential conflicts of interest and establishing the attorney-client relationship. The intake form also serves as a record for future reference and can be used to create a client file. By gathering comprehensive information upfront, legal professionals can provide more efficient and tailored services to their clients.