Law Firm Client Intake Form with Conflict Check and Practice-Area Routing
The first enquiry decides whether a matter reaches the right lawyer in time. This intake form asks the practice area, names the other parties for a conflict check, flags deadlines, and sends each enquiry to the right team.
Step 1: Practice Area Routing
| Question / Field | Field Type | Why Ask It |
|---|---|---|
| Personal injury | Incident date, injury type, medical treatment received, police report status | Statute of limitations and liability evaluation |
| Employment law | Employer name, current employment status, date of adverse action | Severance and wrongful termination check |
| Family law | Divorce, custody, maintenance, minor children involved | Court jurisdiction determination |
| Property & real estate | Property address, role (buyer, seller, tenant, landlord) | Transaction vs dispute classification |
| Wills and estates | Estate planning or probate, date of death if applicable | Urgency and asset jurisdiction |
| Corporate & commercial | Company name, contract, litigation, formation, M&A | Commercial practice group assignment |
Step 2: Conflict Check & Adverse Parties
"Names of other people or companies involved in this matter." Allows ethics compliance officers to cross-reference databases prior to confidential conversations.
Step 3: Upcoming Deadlines
"Is there an upcoming court hearing, filing deadline, or statute date?" Deadlines within 7 days flag priority emergency alerts.
Interactive Form Visuals
Practice Area
Deadline Flag
Tips for This Form
- Run the conflict check before the consultation, never after.
- Ask for deadlines, not the whole story. Urgency matters more than detail at this stage.
- Limit the summary field to keep privileged details out of an unengaged enquiry.
- Say when you'll respond, e.g. 'within one business day', on the thank-you screen.
Where to Place It
- 'Free Consultation' or 'Contact Us' main page.
- Each individual practice-area page, with that practice area pre-selected.
- Partner and associate biography pages.
Legal & Professional FAQs
Practice area, contact details, names of other parties for a conflict check, key dates and deadlines, a brief summary, preferred consultation type and a disclaimer.
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