Client Intake Form Law Firm Generator for the USA

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Client Intake Form Law Firm

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

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

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

Industries
Attorney-Client Privilege (Federal Rules of Evidence 501): Protects confidential communications between an attorney and client. The intake form must include appropriate disclaimers about privileged communications and confidentiality.
ABA Model Rules of Professional Conduct: Sets forth ethical guidelines for attorneys, including Rules 1.6 (Confidentiality) and 1.7 (Conflict of Interest). The intake form must include conflict checking information and confidentiality notices.
Bank Secrecy Act (BSA): Requires law firms to implement anti-money laundering programs and verify client identity. The intake form should include relevant identity verification fields.
Gramm-Leach-Bliley Act (GLBA): Requires financial institutions, including law firms, to explain their information-sharing practices and protect sensitive data. The form should include privacy notices.
Americans with Disabilities Act (ADA): Ensures the intake form is accessible to clients with disabilities if provided in digital format.
Electronic Signatures in Global and National Commerce Act (E-SIGN Act): Validates the use of electronic signatures and records, relevant if the intake form will be completed and signed electronically.
State Bar Ethics Rules: State-specific rules governing attorney conduct and client relationships. The form must comply with specific state requirements for client engagement.
State Data Privacy Laws: State-specific requirements for collecting, storing, and protecting personal information. The form must include appropriate disclaimers and consent provisions.
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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.

find out more

Client Intake Form Law Firm

A U.S.-compliant legal document used by law firms to collect essential client information and establish attorney-client relationships while ensuring regulatory compliance.

find out more

Law Office Intake Form

A standardized US legal document used to collect essential client information and establish initial attorney-client relationships in compliance with federal and state regulations.

find out more

Buyer Intake Form

A U.S.-compliant form for collecting and documenting essential buyer information and requirements at the start of a purchase process.

find out more

Nonprofit Client Intake Form

A U.S.-compliant intake form used by nonprofits to collect client information and document service eligibility.

find out more

Real Estate Intake Form

A U.S.-compliant document for collecting initial client information and requirements for real estate transactions.

find out more

Online Intake Forms For Massage Therapy

HIPAA-compliant online intake form for U.S. massage therapy practices, combining client information collection, consent, and legal requirements.

find out more

Consignment Intake Form

A U.S. legal document recording the receipt and terms of items accepted for consignment sale, compliant with federal and state consignment laws.

find out more

Creative Project Intake Form

A U.S.-compliant document for capturing essential information and requirements for creative projects at their inception.

find out more

Nonprofit Intake Form

A U.S.-compliant intake form for collecting essential information from nonprofit organizations for administrative and legal purposes.

find out more

Veterinary Intake Form

A U.S.-compliant veterinary practice form for collecting patient and client information, medical history, and necessary legal authorizations.

find out more

Financial Coaching Intake Form

A U.S.-compliant intake form for gathering essential client information for financial coaching services.

find out more

Event Planning Intake Form

A U.S.-compliant form for gathering client requirements and establishing parameters for professional event planning services.

find out more

Virtual Assistant Intake Form

A U.S.-compliant intake form establishing the service relationship between a virtual assistant and client, including service scope, data privacy, and operational requirements.

find out more

Massage Client Intake Form

A HIPAA-compliant massage therapy client intake form for use in the United States, collecting essential health information and consent for treatment.

find out more

Hypnotherapy Client Intake Form

A HIPAA-compliant hypnotherapy intake form for U.S. practices, combining client information collection with legal agreements and consent documentation.

find out more

Home Care Intake Form

A U.S.-compliant intake form for documenting client information and care requirements in home healthcare settings.

find out more

Catering Intake Form

A U.S.-compliant form for collecting client requirements and specifications for catering services.

find out more

Case Intake Form

A U.S. legal document used to collect initial client and case information in compliance with federal and state requirements.

find out more

Referral Intake Form

A U.S.-compliant form for documenting and processing client referrals between service providers.

find out more

Inventory Intake Form

A U.S.-compliant document for recording and tracking the receipt of inventory items into a facility.

find out more

Biopsychosocial Intake Form

A HIPAA-compliant U.S. healthcare form gathering comprehensive patient information covering biological, psychological, and social aspects for treatment planning.

find out more

Wellness Intake Form

A HIPAA-compliant wellness intake form used in the US to collect client information and medical history while obtaining necessary consents.

find out more

Vehicle Intake Form

A U.S.-compliant document recording vehicle condition and service requirements upon intake at a service facility.

find out more

Real Estate Buyer Intake Form

A U.S.-compliant intake form for collecting essential information from potential property buyers, including personal, financial, and property requirement details.

find out more

Marriage Counseling Intake Form

A HIPAA-compliant intake form for marriage counseling services in the United States, gathering essential client information and establishing the therapeutic relationship.

find out more

Financial Intake Form

A U.S.-compliant document for collecting essential client financial and personal information in accordance with federal regulations.

find out more

Consulting Intake Form

A U.S.-compliant intake form for gathering essential information from potential consulting clients to assess needs and develop proposals.

find out more

Case Management Intake Form

A U.S.-compliant document for collecting initial client information and consent for case management services.

find out more

Order Intake Form

A U.S.-compliant document for capturing and processing customer orders, adhering to federal and state commercial regulations.

find out more

Bookkeeping Client Intake Form

A U.S.-compliant intake form for gathering essential client information for bookkeeping services.

find out more

Salon Client Intake Form

A U.S.-compliant form for collecting client information and consent for salon services.

find out more

Creative Intake Form

A U.S.-compliant document for collecting crucial project information and requirements for creative work engagements.

find out more

Esthetician Client Intake Form

A HIPAA-compliant intake form used in the US for gathering essential client information before providing skincare treatments.

find out more

Client Intake Form

A U.S.-compliant document for collecting and recording new client information at service initiation.

find out more

Lead Intake Form

A U.S.-compliant form for collecting and processing potential customer information while maintaining legal and regulatory requirements.

find out more

Employment Intake Form

A U.S.-compliant document used to collect essential information from new employees during the onboarding process.

find out more

Vendor Intake Form

A U.S.-compliant document for collecting essential vendor information and ensuring regulatory compliance during supplier onboarding.

find out more

Intake Assessment Form

A U.S.-compliant document for collecting initial client information and consent for professional services.

find out more

Clinical Intake Form

A HIPAA-compliant document used in US healthcare settings to collect initial patient information and necessary consents.

find out more

Procurement Intake Form

A standardized U.S. form used to initiate and document procurement requests, ensuring compliance with federal procurement regulations.

find out more

Patient Intake Form

A U.S. healthcare document for collecting essential patient information and required consents while ensuring HIPAA compliance.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.