Legal
Law Firm Client Intake
Collect new client details before the first consultation
Why use this template
This Notion-style consultation request form collects contact details, service needed, budget, preferred meeting time, and a short message so you can prepare before the call. Use Formgrid email alerts, Sheets sync, and reminders to keep warm consultation leads moving.
Part of Formgrid’s law firm client intake workflow for organised enquiries and lead capture.
- Three-page consultation intake
- Budget and preferred meeting time fields
- Calm Notion-style document layout
- Pairs with client intake and onboarding templates
What this template collects
- Name and email
- Company
- Service needed
- Budget
- Preferred meeting time
- Message
Who this template is for
Consultants, coaches, agencies, and professional service firms that want qualified discovery calls instead of vague contact messages.
Formgrid features included
- 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
Share your consultation link
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3
Receive qualified requests
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4
Manage leads
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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Consultants and advisors
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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
Can I use this for discovery calls?
Yes. The preferred meeting time and service needed fields are designed for consultation and discovery call requests.
How is this different from client intake?
Consultation request is for booking a conversation. Client intake collects deeper project requirements and documents after or during engagement.