Client Intake Form Law Firm Template for Canada

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Key Requirements PROMPT example:

Client Intake Form Law Firm

"I need a Client Intake Form Law Firm for my Vancouver-based immigration law practice, with built-in language preference options and visa status sections, to be implemented by March 2025."

Document background

The Client Intake Form Law Firm is a foundational document used by Canadian law firms during the initial client onboarding process. It serves multiple purposes: collecting necessary client information, ensuring regulatory compliance, and establishing the groundwork for the attorney-client relationship. The form must comply with provincial law society requirements, federal privacy legislation (PIPEDA), and anti-money laundering regulations. It is typically used before formal legal representation begins and includes sections for client identification, matter details, conflict checks, and financial arrangements. The document is designed to protect both the law firm's interests and client rights while gathering sufficient information to assess whether the firm can properly represent the client. It may be customized based on practice areas but must maintain core elements required by Canadian legal regulatory bodies.

Suggested Sections

1. Client Personal Information: Basic identification including full legal name, preferred name, contact details, and preferred communication method

2. Identity Verification: Government ID information and verification details to comply with anti-money laundering regulations

3. Matter Information: Details about the legal issue or service required, including urgency and any deadlines

4. Conflict Check Information: Names of other parties involved in the matter to conduct conflict checks

5. Financial Information: Payment preferences, billing contact, and any third-party payer information

6. Privacy Notice and Consent: PIPEDA-compliant privacy notice and consent for information collection and use

7. Professional Engagement Terms: Basic terms of engagement including fee structure and client communication policies

8. Signature and Date: Client signature (electronic or physical) and date of completion

Optional Sections

1. Corporate Client Information: For business clients: company details, registration numbers, and authorized representatives

2. Additional Parties: For family law or estate matters: information about spouse, children, or beneficiaries

3. Immigration Status: For immigration-related matters: current status, dates, and permit details

4. Accident Details: For personal injury cases: accident information, insurance details, and medical information

5. Property Information: For real estate matters: property details, purchase/sale information

6. Criminal Record Declaration: For criminal law matters: previous convictions and pending charges

7. Language Preferences: For clients requiring translation or interpretation services

8. Emergency Contact: Optional secondary contact information for urgent matters

Suggested Schedules

1. Schedule A - Fee Schedule: Detailed breakdown of fee structures, hourly rates, and payment terms

2. Schedule B - Required Documents Checklist: List of documents the client needs to provide based on matter type

3. Schedule C - Client Identification Form: Detailed identity verification form for anti-money laundering compliance

4. Appendix 1 - Privacy Policy: Detailed privacy policy and information handling procedures

5. Appendix 2 - Client Rights and Responsibilities: Detailed explanation of the client-lawyer relationship and expectations

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Legal Services

Professional Services

Legal Technology

Compliance

Risk Management

Professional Advisory

Legal Consulting

Relevant Teams

Legal Operations

Administration

Compliance

Risk Management

Client Relations

Information Technology

Records Management

Front Desk

Practice Management

Quality Assurance

Relevant Roles

Managing Partner

Legal Assistant

Intake Coordinator

Compliance Officer

Privacy Officer

Risk Management Officer

Office Manager

Associate Lawyer

Partner

Legal Administrator

Client Relations Manager

Practice Group Leader

Operations Director

IT Manager

Records Manager

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