Legal
Law Firm Client Intake
Collect new client details before the first consultation
Why use this template
Use this Notion-style client intake form to gather client information, business details, goals, requirements, and supporting documents before a project starts. It is distinct from client onboarding: intake captures requirements up front, while onboarding covers kickoff logistics after the sale.
Part of Formgrid’s law firm client intake workflow for organised enquiries and lead capture.
- Three-page intake with goals and requirements
- Document upload for briefs and assets
- Distinct from the Notion-style client onboarding template
- Email alerts, Sheets sync, and lead pipeline included
What this template collects
- Client information
- Business details
- Goals
- Requirements
- Documents upload
Who this template is for
Agencies, freelancers, coaches, and professional firms that need a structured intake before starting client work.
Formgrid features included
- File uploads
- Email notifications
- Google Sheets sync
- Lead pipeline
- Follow-up reminders
- UTM tracking
How it works
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1
Customize the template
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2
Send the intake link to new clients
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3
Receive completed intakes
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4
Manage submissions
Live preview
Who uses this template?
Real-world applications for this form layout across industries Formgrid already supports.
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Law firms
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Agencies and studios
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Professional services
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 templateFrequently asked questions
How is this different from client onboarding?
Client intake collects requirements and documents before or as work begins. Client onboarding focuses on kickoff logistics after the sale.
Can clients upload documents?
Yes. The form includes a documents upload field for briefs, brand assets, and supporting files.