Question 1

What is the law firm client intake form template for?

Accepted Answer

Law firm intake has to cover the legal issue, the people on the other side for a conflict check and any deadline that's running. This form collects all three and flags urgent matters for a same-day call.

Question 2

What does the law firm client intake form template ask?

Accepted Answer

8 questions: What's your name? Nice to meet you, {{name}}. What's your email? And a phone number? What kind of matter is it? Briefly, what happened? Who is on the other side? Is there a court date or deadline? How should we contact you?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 40 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 20 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Law firm client intake form template

Tell us about your legal matter