Client Intake Form Law Firm Template for United States

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Key Requirements PROMPT example:

Client Intake Form Law Firm

"I need a Client Intake Form Law Firm template for my small litigation practice in California, with emphasis on personal injury cases and electronic submission capability, to be implemented by March 2025."

Document background

The Client Intake Form Law Firm is a fundamental document used in the United States legal practice to initiate and formalize the relationship between a law firm and its potential clients. It serves multiple purposes: gathering comprehensive client information, enabling conflict checks, ensuring regulatory compliance, and documenting the preliminary scope of representation. The form must comply with various federal and state regulations, including the ABA Model Rules of Professional Conduct, state bar requirements, and privacy laws. It is typically used during the initial client consultation or onboarding process and may be customized based on practice areas and jurisdictional requirements. The document contains sections for personal information, matter details, financial arrangements, and various required disclosures and acknowledgments.

Suggested Sections

1. Client Information: Basic contact details including full legal name, address, phone, email, preferred contact method

2. Identity Verification: Government ID information and other verification details to comply with BSA requirements

3. Matter Information: Details about the legal issue or matter for which the client is seeking representation

4. Conflict Check Information: Names of adverse parties, related entities, and other information needed for conflict checking

5. Financial Information: Billing information, payment preferences, and any retainer discussions

6. Communication Preferences: Preferred methods of communication and authorization for various forms of contact

7. Privacy Notice: Required disclosures about how client information will be collected, used, and protected

8. Acknowledgments: Client confirmations regarding accuracy of information and understanding of firm policies

9. Signature Block: Space for client signature, date, and any witness requirements

Optional Sections

1. Additional Parties: For matters involving multiple parties, spouses, or business entities

2. Business Information: For corporate clients, including entity structure, authorized representatives, and business details

3. Insurance Information: For matters involving insurance coverage or claims

4. Medical Information Release: For personal injury or medical malpractice cases

5. Criminal History: For criminal defense matters

6. Immigration Status: For immigration-related matters

7. Bankruptcy Information: For bankruptcy or insolvency matters

8. Family Information: For family law matters, including marriage, children, and custody details

Suggested Schedules

1. Schedule A - Fee Agreement: Details of fee structure, billing practices, and payment terms

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

3. Schedule C - Consent Forms: Various consent forms for information sharing and verification

4. Appendix 1 - Firm Policies: Summary of relevant firm policies including communication, billing, and file retention

5. Appendix 2 - Privacy Policy: Detailed privacy policy and information handling procedures

6. Appendix 3 - Client Rights and Responsibilities: Explanation of the attorney-client relationship and mutual obligations

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

Financial Services

Healthcare

Real Estate

Technology

Manufacturing

Retail

Construction

Energy

Education

Non-Profit

Entertainment

Transportation

Agriculture

Relevant Teams

Legal Operations

Client Intake

Compliance

Risk Management

Administrative Services

Records Management

Client Relations

Practice Groups

Information Technology

Data Privacy

Relevant Roles

Managing Partner

Attorney

Legal Assistant

Paralegal

Intake Specialist

Office Manager

Compliance Officer

Risk Management Director

Client Relations Manager

Practice Group Leader

Legal Operations Manager

Data Privacy Officer

Administrative Assistant

Records Manager

Find the exact document you need

Electronic Intake Forms

Legal framework for electronic intake forms compliant with US federal and state regulations, governing digital information collection and processing.

How Genie AI reduced drafting time by 75% for a legal firm

Let's create your Client Intake Form Law Firm

Authors

Alex Denne

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