Free Form Templates →Intake Forms → Legal Client Intake

Streamline Your Legal Client Intake Process

Efficient client intake is the foundation of every successful attorney-client relationship. Our legal client intake form templates help law firms and attorneys gather essential information from new clients quickly, securely, and professionally.

Who These Templates Are For

These templates are designed for solo practitioners, law firms, legal aid organizations, and attorneys across all practice areas—from family law and personal injury to corporate law and estate planning. Whether you're onboarding one client or hundreds, these forms adapt to your firm's unique workflow.

What You Can Collect

Gather comprehensive client information including contact details, case specifics, conflict checks, fee agreements, and authorization forms. Use conditional logic to show relevant questions based on case type, and collect eSignatures through Papersign for retainer agreements and consent forms—all in one seamless experience.

How Paperform Helps Your Practice

Paperform's legal intake templates are fully customizable to match your firm's branding and intake requirements. Accept retainer payments directly through the form, automate client data into your practice management system, and ensure HIPAA-compliant data collection. With the Stepper workflow feature, create multi-step intake forms that feel less overwhelming for clients while capturing all necessary information. Every submission is encrypted and stored securely, giving you and your clients peace of mind.

Start collecting client information professionally and efficiently today.