Legal Intake Form Template for South Africa

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Key Requirements PROMPT example:

Legal Intake Form

"I need a Legal Intake Form for my corporate law practice in Johannesburg that specializes in mining sector clients, with enhanced due diligence sections and specific FICA compliance requirements for corporate entities."

Document background

The Legal Intake Form is a fundamental document used by legal practitioners in South Africa to establish new client relationships and gather critical information at the outset of potential legal engagements. This document serves multiple purposes: it collects essential client information, ensures compliance with South African regulatory requirements (including POPIA, FICA, and the Legal Practice Act), and sets initial expectations for the attorney-client relationship. The form typically includes sections for personal information, matter details, conflict checks, and various consents and declarations. It is designed to protect both the legal practitioner and the client by creating a clear record of the initial engagement while ensuring all necessary information is collected in a compliant manner.

Suggested Sections

1. Client Information: Basic personal/company details including full name, ID/registration number, contact information, and address

2. Matter Details: Description of the legal issue or services required, including type of matter, urgency, and relevant dates

3. Conflict Check Information: Details of opposing parties and other relevant entities to conduct conflict checks

4. Financial Information: Client's financial details for billing purposes and FICA compliance

5. Communication Preferences: Preferred methods of communication and consent for electronic communications

6. Privacy Notice: POPIA-compliant information about how personal data will be collected, used, and protected

7. Terms of Engagement: Basic terms of the attorney-client relationship and service delivery

8. Declaration: Client's confirmation of accuracy of information and consent to terms

Optional Sections

1. Additional Party Information: For matters involving multiple parties or entities

2. Corporate Structure: For business clients, details of ownership structure and authorized representatives

3. Insurance Information: Details of relevant insurance coverage for matters involving insurance

4. Document Checklist: List of required documents specific to the type of matter

5. Interpreter Requirements: For clients requiring language assistance

6. Risk Assessment: For high-risk matters or clients requiring enhanced due diligence

Suggested Schedules

1. Fee Schedule: Detailed breakdown of fee structures and payment terms

2. Required Documents List: Comprehensive list of documents required for the specific matter type

3. FICA Requirements Checklist: List of required documents for FICA compliance

4. Privacy Policy: Detailed privacy policy and data protection procedures

5. Consent Forms: Additional specific consent forms based on matter type

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

Corporate Services

Insurance

Healthcare

Real Estate

Mining

Manufacturing

Technology

Retail

Construction

Education

Non-Profit Organizations

Relevant Teams

Legal

Compliance

Risk Management

Operations

Client Relations

Administration

Business Development

Data Protection

Document Management

Quality Assurance

Relevant Roles

Attorney

Legal Partner

Legal Associate

Paralegal

Legal Secretary

Compliance Officer

Risk Manager

Practice Manager

Client Intake Specialist

Legal Operations Manager

Data Protection Officer

Managing Partner

Legal Administrator

Client Relations Manager

Business Development Manager

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Let's create your Legal Intake Form

Authors

Alex Denne

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