What questions are included?
These are the questions in this editable template. Questions with conditional logic appear only when their conditions are met. Remove fields you do not need before publishing.
- Your full nameRequired
- Your email addressRequired
- Your phone numberRequired
- What does your enquiry relate to?Required
Choices: Family, Immigration, Employment, Civil dispute, Property, Wills & probate, Other
- Name of the other party, if applicableOptional
This can help with an initial conflict check.
- Briefly describe what has happenedRequired
- Is there an urgent deadline or hearing?Required
- What is the deadline or hearing date?Required · Conditional
- Upload a supporting document (optional)Optional
Only share documents relevant to this enquiry. Avoid unnecessary identity or financial information.
Who this template is best for
- Solicitors and law firms
- Initial legal enquiries
- Conflict-check preparation
- Consultation triage
Common questions
What should a solicitor client intake form include?
Start with contact details, the type of matter, the names of relevant parties, a short summary of the issue, any urgent hearing or deadline, and only the documents needed for an initial review.
Does submitting a client intake form create a solicitor-client relationship?
It should not be presented that way. The form should make clear that submission is an enquiry and does not confirm that the firm can act.
Can I customise this legal intake form?
Yes. You can change questions, wording, logic, uploads and styling before publishing your own version.
More templates you may need
Explore related forms and surveys, then customise them in Formni.
Immigration enquiry
Structured immigration enquiry intake with status, expiry date and document upload.
Contact & quote request
Capture new enquiries with contact details, service needs and a useful project brief.
Website contact form
A straightforward website contact form for businesses and freelancers.