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ClientFlow studio

ClientFlow™ Legal

Prospective Client Intake Form

Collect administrative information for attorney review. Do not use this form to provide legal advice, determine legal rights, or promise an outcome.

Client information

Full legal name

Preferred name

Phone

Mailing address

Preferred communication method

Matter information

Practice area / matter type

Brief administrative description of matter

Other relevant party / opposing party (if applicable)

Known important dates / court dates

Documents currently available

Consultation / intake

How did you hear about the firm?

Consultation date / time

Assigned attorney

Follow-up needed

Additional information

Anything else the firm should know for administrative follow-up?

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