Stop chasing clients over email for case documents — give them one link with a checklist.
Legal template · 9 fields (6 required) · ~2 min for respondents to complete · Free plan · No credit card · Fully customizable
About this form
Document collection is the slowest part of most legal matters, and the usual workflow — "just email everything over" — produces missing attachments, unlabeled scans, and privilege headaches. This form replaces that with a single structured intake: the client identifies the matter, categorizes each document, describes what it is, and uploads the files in one place.
Because every upload arrives labeled with a category, a date, and a priority, your team can triage what came in without opening every file. The case reference field ties submissions back to your matter management system.
Best practices
Send the form link with a specific list of what you need — response rates roughly double when clients see a finite checklist instead of "any relevant documents."
Keep the document category options aligned with your document management system folders so filing is mechanical, not editorial.
Set the priority field defaults conservatively; clients mark everything urgent when the option is free.
Enable file-type restrictions (PDF, JPG, PNG) to avoid receiving .heic photos and password-protected zips you cannot open.
Every field, explained
Client Name (Name, required)
Email Address (Email, required)
Case Reference Number (Short text) — Ties the submission to your matter number so intake staff never have to guess which case a document belongs to.
Document Category (Dropdown, required) — Mirrors your filing structure — the single biggest time-saver in this form.
Document Description (Long text, required)
Document Upload (File upload, required) — Accepts multiple files per submission; clients can return to the link as they gather more.
Document Date (Date)
Document Priority (Dropdown, required) — Lets clients flag time-sensitive items (court deadlines, expiring offers) without a phone call.
Additional Notes (Long text)
Frequently asked questions
What documents should a legal document collection form ask for?
It depends on the matter, which is why this template asks the client to categorize each upload rather than prescribing a fixed list. For most matters you will want identification, contracts or agreements at issue, correspondence, and financial records. Pair the form with a matter-specific checklist in your request email.
Is it secure to collect legal documents through an online form?
Uploads to FormBuilder are encrypted in transit and at rest, and access is limited to your account. For matters involving medical records, HIPAA-ready plans with a Business Associate Agreement are available.
Can clients upload multiple documents at once?
Yes — the file field accepts multiple uploads in one submission, and clients can submit the form again as they locate additional documents. Each submission arrives categorized and dated.