Legal Intake Forms & Client Questionnaires
Designed by a licensed attorney admitted in New Jersey and New York, these 38 legal intake forms follow a standard litigation format: case administration, client and opposing party details, matter-specific checkboxes, key dates, court and stage tracking, a summary issues table, witness log, and progress notes. Every legal form carries the CONFIDENTIAL — ATTORNEY-CLIENT PRIVILEGE stamp.
What Makes These Different
Most legal intake templates you find online are generic one-page forms with a name, phone number, and a text box. These are 3-page structured documents that capture what you actually need to open a file and run a case. The intake is an internal office document. The companion client questionnaire is what the client fills out, with a signature block and authorization language.
Each practice area has its own checkboxes and fields. The Personal Injury intake has accident type, injury severity, treating physician, and insurance carrier fields. The Family Law intake has marital property, custody arrangement, and support calculation fields. The Bankruptcy intake has chapter selection, asset and liability summary, and means test fields.
Practice Areas
Litigation: Commercial Litigation, Personal Injury, Medical Malpractice, Product Liability, Construction Law, Probate Litigation
Family & estate: Family Law, Estate Planning, Elder Law & Medicaid
Criminal & regulatory: Criminal Defense, DUI/DWI Defense, Traffic Violations & DMV, Administrative Law
Business & transactional: Corporate Formation, Real Estate, Commercial Transactions, Non-Profit Formation
Employment & benefits: Employment Law, Workers' Compensation, Social Security Disability
Specialty: Immigration, Bankruptcy, Insurance Coverage, Environmental Law, Civil Rights
See all in the Legal category.
Individual forms are $19.99 for the complete set (intake + questionnaire), $14.99 for intake only, or $9.99 for questionnaire only.
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Contractor & Trades · Dental · Healthcare · Personal Injury · Professional Services