Legal Client Intake
Contact & support
Open a matter file with the people involved, a short story, and whether they have a deadline — not a retainer.
A PDF on the receptionist’s desk still needs a matter name and a conflict check. This GRTforms template collects who is involved, whether a date is looming, and a short story so counsel can open a file. It is not a retainer and it is not legal advice.
Who it is for
Small firms and solo counsel who still take intake by email.
When to use it
Use it before Consultation Booking when you do not have a file yet. Legal Document Drop is papers for an open matter. NDA Acknowledgment is a signed notice. Document Request is you asking them for a file.
What this form collects
Identity, optional other party, deadline radios, optional hard date, the story, and optional papers.
- Website “tell us what happened” page
- Referral that still needs a conflict check
- Clinic-style intake day
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Legal Client Intake
Frequently asked questions
Does submitting this hire the firm?
No. Someone still checks conflicts and sends an engagement letter. Say that on the page.
Is anything here legal advice?
No. The story helps routing. Counsel decides what to do after they read it.
Should they upload a court stamp?
Keep the file optional. A photo of a notice is useful; a missing upload should not block the intake.
Related templates
Nearby GRTforms templates for the same job or the next step after this one.
Consultation Booking
Take sales and advisory consults with topic, format, and a preferred window — not a silent calendar hold.
Legal Document Drop
Let a client upload papers for an open matter with the matter nickname and what the file is.
Legal Matter Feedback
Ask how communication and next steps felt on a closed or paused matter — operations, not a review site.
NDA Acknowledgment
Record that a visitor, vendor, or candidate read a confidentiality notice and signed it.
Contact Us
Simple contact form for general inquiries with name, email, and message fields.