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.

Browse by Category

Contractor & Trades · Dental · Healthcare · Personal Injury · Professional Services

Related Guides

Immigration Law Intake: What Fields Actually Matter · Workers’ Comp Intake: Every Field Your Firm Needs · Personal Injury Intake Form Essentials · Family Law Intake Guide · Criminal Defense Intake Guide · Medical Malpractice Intake Guide · Construction Law Intake Guide · Tax Law Intake Guide · Social Security Disability Intake Guide · Civil Rights Intake Guide · Corporate Formation Intake Guide · Commercial Litigation Intake Guide · Securities Law Intake Guide · Mediation & Arbitration Intake Guide · Insurance Claims & Coverage Intake Guide · Bankruptcy Intake Guide · Elder Law & Medicaid Planning Intake Guide · Environmental Law Intake Guide · Traffic Violations Intake Guide · Administrative Law Intake Guide · Non-Profit Formation Intake Guide · Product Liability Intake Guide · Probate Litigation Intake Guide · Intellectual Property Intake Guide · Landlord-Tenant Intake Guide · Appellate Practice Intake Guide · HOA & Condo Disputes Intake Guide · Insurance Coverage & Defense Intake Guide · Trust & Estate Administration Intake Guide · Land Use & Zoning Intake Guide · Estate Probate Paralegal Intake Guide · Business Bankruptcy Intake Guide · Commercial Transactions Intake Guide · Retainer Agreement Intake Guide · Securities Fraud Intake Guide · Intake Form Red Flags · The First 5 Minutes With a New Client