Legal

Law Firm Client Intake

Collect new client details before the first consultation

What this template collects

  • Full name
  • Email address
  • Phone number
  • Matter type
  • Case summary
  • Preferred contact method
  • How did you hear about us

Who this template is for

Law firms, solo attorneys, and legal practices that need a polished intake form before the first consultation.

Live preview

Who uses this template?

Real-world applications for this form layout across industries Formgrid already supports.

  • Law firms

  • Solo attorneys

  • Legal intake teams

Verified workflow

Legal practice

Uses Formgrid to organise consultation requests, collect supporting documents, and reduce manual follow-up before the first consultation.

View client intake template

Example client intake workflow

One path from website visitor to a consultation decision, without rebuilding your firm’s website stack.

  1. 1

    Website visitor

    Prospective client opens your intake form from your site or a shared link.

  2. 2

    Client intake form

    Submits contact details, practice area, case summary, and preferred contact time.

  3. 3

    Supporting documents uploaded

    Attaches contracts, notices, or photos with the same submission.

  4. 4

    Email notification

    Your firm gets an alert with the full enquiry and attachments.

  5. 5

    Lead pipeline

    The enquiry appears in Formgrid so you can track status and follow up.

  6. 6

    Law firm follow-up

    Decide whether to schedule a consultation with the details already organised.

Customer spotlight

Used by real businesses

A legal practice uses Formgrid to organise consultation requests, collect supporting documents, and reduce manual follow-up before the first consultation.

View client intake template

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Start with this template, edit fields and styling in the builder, then share your form link anywhere.

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