Legal Client Intake Record Checklist Form
Complete this form to ensure all essential steps in the legal client intake process are recorded and confirmed.
Client Name
*
First Name
Last Name
Client Contact Email
*
example@example.com
Client Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Type of Legal Matter
*
Please Select
Family Law
Criminal Defense
Business/Corporate
Real Estate
Estate Planning
Other
How did the client hear about us?
Referral
Online Search
Social Media
Walk-in
Other
Intake Checklist
*
Initial consultation completed
Retainer agreement provided
Client identification verified
Conflict check performed
All required documents received
Additional Notes
Submit Checklist
Should be Empty: