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Case Management Intake Form
"Need a Case Management Intake Form for our boutique family law practice that includes specific sections for child arrangement details and financial disclosure, compliant with SRA requirements and suitable for both digital and print formats."
1. Client Personal Information: Basic contact details, identification and communication preferences of the client including full name, address, contact numbers, email, and preferred contact method
2. Matter Details: Case type, brief description of the legal issue, key dates, urgency level, and any immediate deadlines or court dates
3. Conflict Check Information: Information required to perform conflicts of interest checks, including names of adverse parties and related entities
4. Initial Instructions: Client's preliminary instructions, desired outcomes, and brief summary of the current situation
5. Fee Agreement: Basic information about charging structure, payment terms, and funding arrangements
1. Additional Party Information: Details of other parties involved in the matter, including their contact information and role in the case
2. Medical Information: Relevant medical details and history for personal injury or medical negligence cases
3. Property Details: Information about relevant properties including addresses, title numbers, and current ownership status
4. Immigration Status: Details of immigration status, visa history, and related documentation
1. Identity Documents: Copies of passport, driving license, or other identification documents
2. Proof of Address: Recent utility bills or bank statements confirming client's address
3. Supporting Documentation: Initial evidence or documentation relevant to the specific case
4. Terms of Business: Standard terms and conditions of service including privacy notice and data protection information
Authors
Matter
Legal Services
Engagement
Fee Agreement
Retainer
Confidential Information
Personal Data
Data Protection Legislation
Money Laundering Regulations
Professional Rules
Regulatory Body
SRA
Instructions
Conflict of Interest
Terms of Business
File
Legal Professional Privilege
Professional Fees
Disbursements
Communication Methods
Client Care Letter
Identity Documents
Supporting Documentation
Applicable Law
Jurisdiction
Authority to Act
Case Handler
Supervising Partner
Third Party
Client Contact Details
Matter Description
Client Identification
Confidentiality
Data Protection
Fee Arrangements
Authority to Act
Conflict Check
Communication Preferences
Document Storage
Legal Professional Privilege
Money Laundering Compliance
Third Party Disclosure
File Retention
Service Level Expectations
Client Instructions
Complaints Procedure
Professional Indemnity Insurance
Document Verification
Electronic Communications
Privacy Notice
Terms of Business
Client Consent
Regulatory Compliance
Client Due Diligence
Risk Assessment
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