Construction Law Attorney Intake Form

Streamline Your Construction Law Practice with a Professional Intake Form

Construction law cases are complex—involving contractors, subcontractors, property owners, architects, and multiple layers of contracts, liens, and disputes. Whether you're handling mechanic's lien claims, payment disputes, construction defects, or delay claims, gathering complete and accurate information upfront is critical to building a strong case.

This Construction Law Attorney Intake Form template is designed specifically for law firms and solo practitioners who specialize in construction litigation, contract disputes, and construction-related claims. Instead of chasing down missing details through endless email chains or incomplete phone conversations, this form captures everything you need in one organized submission.

What Makes This Template Ideal for Construction Attorneys

The form walks potential clients through a logical flow—from basic contact information and project details, through the specifics of their dispute, to documentation uploads and scheduling a consultation. It's structured to capture:

• Project information: Location, value, timeline, and parties involved
• Contract details: Type of contract, scope of work, and whether disputes relate to breach or non-performance
• Mechanic's lien information: Whether a lien has been filed, deadlines, and amounts
• Delay and defect claims: Documentation of timeline impacts and quality issues
• Payment disputes: Outstanding amounts, payment schedules, and communication records

By using conditional logic, the form adapts to each client's situation—showing relevant follow-up questions only when needed. This creates a streamlined experience for the client while ensuring you collect comprehensive information for case evaluation.

Built on Paperform: More Than Just an Intake Form

With Paperform, this intake form becomes the foundation of your client onboarding workflow. You can embed it directly on your law firm's website, share it via email, or send it as a follow-up after initial consultations. All submissions are stored securely with SOC 2 Type II compliance, giving you and your clients peace of mind.

Take it further with Stepper (stepper.io), Paperform's AI-native workflow builder. Automatically route high-priority cases to senior attorneys, send intake summaries to your case management system, trigger conflict checks, and notify your team when urgent lien deadlines are flagged—all without manual data entry.

If you need signed retainer agreements after the intake, use Papersign (papersign.com) to send professional eSignature requests that link back to the original submission, keeping your entire client file organized and audit-ready.

Who This Template Is For

This form is perfect for:

• Construction litigation attorneys and law firms
• Legal practices specializing in mechanic's liens and payment bond claims
• Attorneys handling construction defect and delay claims
• Solo practitioners and small firms looking to professionalize their intake process
• Legal teams that want to reduce back-and-forth and improve case evaluation efficiency

Whether you're representing contractors, subcontractors, suppliers, or property owners, this template gives you a professional, thorough, and client-friendly way to start every construction law case on the right foot.