Legal Intake Form template

Collect a short initial legal inquiry with matter type, jurisdiction, parties and known upcoming dates.

Legal template · 12 fields (9 required) · ~3 min for respondents to complete · Free plan · No credit card · Fully customizable

Set up your legal intake form

Collect a short initial legal inquiry with matter type, jurisdiction, parties and known upcoming dates.

Edit the practice areas to the ones you handle. State on the form that submitting it doesn't create an attorney-client relationship, and run a conflict check before replying with advice.

The form separates phone number (optional), type of legal matter, who is this for?, state or region where the matter is into labeled questions. Review the choices and required fields for your organization before sharing it.

Best practices

• Edit the practice areas to the ones you handle. State on the form that submitting it doesn't create an attorney-client relationship, and run a conflict check before replying with advice.
• Customize the phone number (optional) and type of legal matter questions to match your records and terminology.
• Name the team that reviews responses and explain what happens after submission. A requested date, service or approval is not automatically confirmed.
• Ask only for information needed for this step. Arrange any sensitive supporting documents through an appropriate private process.

Every field, explained

• Your full name (Name, required)
• Email address (Email, required)
• Phone number (optional) (Phone)
• Type of legal matter (Dropdown, required)
• Who is this for? (Single choice, required)
• State or region where the matter is (Short text, required)
• Names of other people or companies involved (Short text, required) — We use this to check for conflicts of interest before we talk.
• Briefly describe what you need help with (Long text, required) — A short summary is enough. Please don't send confidential documents yet.
• Is there an upcoming deadline or court date? (Single choice, required)
• Deadline or court date (Date)
• How did you hear about us? (Dropdown)
• Preferred contact method (Single choice, required)

Frequently asked questions

What does this legal intake form template collect?

Alongside contact details, it asks for phone number (optional), type of legal matter, who is this for?, state or region where the matter is, names of other people or companies involved, briefly describe what you need help with, is there an upcoming deadline or court date?, deadline or court date, how did you hear about us?, preferred contact method. You can rename questions, change choices and remove fields that your workflow does not need.

How should I use this legal intake form form?

Edit the practice areas to the ones you handle. State on the form that submitting it doesn't create an attorney-client relationship, and run a conflict check before replying with advice.

Can I edit this form and print a copy?

Yes. Open an editable draft, adjust the questions, and review the preview before publishing. You can also use the template page’s print option. Publishing requires an account; the draft can be tried first.

Related templates

• Legal Consultation Request — 8 fields
• Client Intake Form — 18 fields
• Business Legal Inquiry — 12 fields

Customize this form — opens an editable draft, no account needed — — or browse all 836 templates.