Landlord/Tenant intake form page 1 preview
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LEGAL

Landlord/Tenant

Client Intake Form + Client Questionnaire

Rent, repairs, and rights — organized before the first hearing.

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Intake Form + Client Questionnaire
$19.99

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About this form

Every landlord-tenant matter starts the same way: one side walks in with a complaint and a lease that says something different. This intake and matter management form spans the full lifecycle of the case or transaction — from first meeting to final step — keeping every critical detail organized and in one place.

Comprehensive enough for a seasoned partner, clear enough for a first-year associate. Covers evictions, nonpayment, habitability, lease violations, security deposits, and rent stabilization. Purchase once, save as a template, duplicate for each client or matter, and drop it in the case folder. One modest purchase delivers years of consistently organized files — for the life of your practice.

Built by a lawyer for lawyers. Pairs with the companion client questionnaire to cover everything before and after engagement — and to get the client's own disclosures on paper in their own hand.

Why professionals choose this form

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