Notion-Style Consultation Request
A three-page consultation request form for service needed, budget, preferred meeting time, and message.
Collect new client details before the first consultation
Law firms, solo attorneys, and legal practices that need a polished intake form before the first consultation.
Real-world applications for this form layout across industries Formgrid already supports.
Law firms
Solo attorneys
Legal intake teams
Verified workflow
Uses Formgrid to organise consultation requests, collect supporting documents, and reduce manual follow-up before the first consultation.
View client intake templateOne path from website visitor to a consultation decision, without rebuilding your firm’s website stack.
1
Website visitor
Prospective client opens your intake form from your site or a shared link.
2
Client intake form
Submits contact details, practice area, case summary, and preferred contact time.
3
Supporting documents uploaded
Attaches contracts, notices, or photos with the same submission.
4
Email notification
Your firm gets an alert with the full enquiry and attachments.
5
Lead pipeline
The enquiry appears in Formgrid so you can track status and follow up.
6
Law firm follow-up
Decide whether to schedule a consultation with the details already organised.
Customer spotlight
A legal practice uses Formgrid to organise consultation requests, collect supporting documents, and reduce manual follow-up before the first consultation.
View client intake templateStart with this template, edit fields and styling in the builder, then share your form link anywhere.
Whether you are sharing a form link on WhatsApp, pointing your HTML form to a Formgrid endpoint, or tracking leads through a built-in pipeline, get it done in 2 minutes.
Start Free. No Credit Card Required