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UK law firm client intake checklist
Review a first-stage legal enquiry form before you publish it. The checklist focuses on practical intake structure: conflict-check basics, urgent dates, data minimisation and a clean handoff into full onboarding.
Important
This is a workflow checklist, not legal or regulatory advice. Firms should adapt intake to their own policies, practice areas and professional obligations.
10-point intake review
Tick each item as you review your form.
Why this structure matters
The SRA advises firms to consider limiting confidential information before a conflict check, while the ICO’s data-minimisation principle says personal data should be adequate, relevant and limited to what is necessary for the purpose. A short first-stage enquiry form fits that logic better than a full matter-opening questionnaire.
Build the form
Formni includes a ready-made UK solicitor intake template that you can edit before publishing.
Open the free template Read the detailed intake guide