Legal Forms That Prepare Your Practice
Client intake, case information, consultation requests, and conflict checks. Forms that streamline legal client onboarding and case preparation.
Why Legal Forms Matter
Legal matters require complete, accurate information from the start. Professional intake forms capture case details, client information, and relevant documents before the first meeting. Arrive at every consultation prepared to provide valuable counsel.
Complete Case Information
Comprehensive intake captures parties, dates, facts, and relevant history. Understand the matter before meeting. First consultations that demonstrate expertise.
Conflict Checks
Capture all relevant parties and entities upfront. Run conflict checks before engagement. Protect your firm and comply with ethical obligations.
Organized Client Files
Digital intake creates organized, searchable records. Documents and information in one place. Files ready for case management from day one.
Forms for Every Legal Practice Need
From initial inquiry to ongoing representation, capture the information that serves your clients and protects your practice.
Client Intake Forms
Comprehensive client information with contact details, case type, and relevant parties. Conflict check data collected upfront. Professional onboarding experience.
Case Information Forms
Matter-specific details: facts, dates, parties, previous counsel, and desired outcomes. Detailed case context before the first meeting.
Consultation Request Forms
Capture prospect inquiries with matter type, urgency, and availability. Qualify leads and schedule consultations efficiently.
Document Request Forms
Collect documents, evidence, and supporting materials. Secure file uploads organized by category. Complete case files faster.
Practice
Practice Area Specific
Different practice areas show relevant questions. Family law asks about custody. Personal injury asks about incidents. Each matter type gets appropriate fields.
Conflicts
Conflict Data
Capture all parties, entities, and relationships for conflict checks. Complete information before engagement decisions. Ethical compliance built in.
Documents
Document Collection
Clients upload contracts, correspondence, evidence, and relevant documents. Secure file handling. Complete case files from the start.
Branding
Firm Branding
Custom logos, colors, and styling. Forms that match your firm's professional identity. Client confidence from first interaction.
Secure
Secure Submission
Encrypted transmission protects sensitive client information. Clients trust that their legal matters remain confidential.
Integrate
Practice Management
Connect to Clio, MyCase, or any practice management system via Zapier. Create matters and contacts automatically. Streamlined workflows.
Frequently Asked Questions
Everything you need to know about building legal forms. More questions? We are here to help.
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