Streamline Your Civil Litigation Intake Process

For litigation attorneys and law firms handling civil disputes, gathering complete and accurate client information from the outset is critical to case success. This Civil Litigation Attorney Intake Form template helps you efficiently collect all essential details—from dispute background and parties involved to jurisdiction analysis and discovery requirements—in one structured, professional submission.

Built for litigation practices that need clarity from day one

Whether you're a solo practitioner, boutique litigation firm, or part of a larger legal practice, this intake form ensures you capture the critical information needed to evaluate case merit, identify conflicts, assess timelines, and plan your litigation strategy. The form walks prospective clients through providing dispute details, identifying all parties and witnesses, understanding jurisdictional considerations, and outlining available evidence—giving you a comprehensive foundation for your initial case assessment.

Paperform: The professional intake solution for law firms

Unlike generic form builders, Paperform lets you create intake forms that reflect your firm's brand and professionalism while collecting complex legal information efficiently. The doc-style editor makes it easy to add legal disclaimers, formatting, and conditional questions that adapt based on case type or dispute specifics.

Beyond data collection, Paperform integrates seamlessly with your practice management software, CRMs like Clio or PracticePanther, and communication tools. Submissions can automatically trigger workflows in Stepper (stepper.io) to route new matters for conflicts checks, calendar statute of limitations deadlines, assign intake tasks to paralegals, or send engagement letters via Papersign (papersign.com) for secure eSignature—keeping your intake process moving efficiently without manual handoffs.

Secure, compliant, and client-friendly

With SOC 2 Type II compliance, encryption, and robust access controls, Paperform provides the security standard law firms require. While not HIPAA compliant, Paperform offers the professional infrastructure needed for sensitive client communications in legal practice. Your intake forms can be embedded on your firm website, shared via custom domain, or sent directly to prospective clients—all while maintaining a polished, trustworthy experience that reinforces your firm's credibility from first contact.