Contract Dispute Attorney Intake Form

Streamline Your Contract Dispute Case Intake with Paperform

When a potential client contacts your law firm about a contract dispute, gathering comprehensive information upfront is critical to assessing case viability, understanding the legal issues, and providing accurate counsel. This Contract Dispute Attorney Intake Form template helps law firms and attorneys collect all essential details in one organized, professional submission—from contract documentation and breach specifics to damages calculations and prior resolution attempts.

Why Contract Dispute Cases Need Detailed Intake

Contract disputes can be complex, involving multiple parties, intricate terms, and varied interpretations of obligations. Whether you're handling breach of service agreements, vendor disputes, employment contracts, or commercial agreements, your intake process needs to capture:

• Contract documentation and all related amendments or addenda
• Clear identification of the alleged breach and responsible parties
• Quantifiable damages including direct losses, consequential damages, and ongoing harm
• Timeline of events showing when the breach occurred and what actions followed
• Documentation of resolution attempts including correspondence, negotiations, and mediation efforts

This template is designed specifically for litigation attorneys, contract lawyers, business law firms, and legal practices that handle commercial disputes, employment disagreements, vendor conflicts, and partnership dissolution matters.

What Makes This Template Effective

This intake form takes a structured approach to contract dispute documentation:

Contract & Party Information: Clients upload the original contract, any amendments, and provide details about all parties involved, including their roles and contact information. This ensures you have complete documentation from the first conversation.

Breach Documentation: Conditional questions guide clients through describing the specific breach, when it occurred, which contract provisions were violated, and how they became aware of the issue. This narrative becomes the foundation of your case assessment.

Damages Calculation: Built-in fields help clients itemize financial losses, ongoing damages, and potential future harm. This early quantification helps you evaluate case value and fee structures.

Correspondence Timeline: Clients document all communication attempts, demand letters, and responses, giving you a clear picture of what leverage exists and what settlement discussions have already occurred.

Resolution History: Understanding what informal resolution attempts have been made—mediation, arbitration discussions, or direct negotiations—helps you advise on next steps and avoid duplicating unsuccessful strategies.

Perfect for Law Firms of All Sizes

Whether you're a solo practitioner, a boutique commercial litigation firm, or part of a larger legal practice with a contracts team, this template adapts to your workflow:

• Solo attorneys can use it to professionally vet cases before initial consultations, saving time on unqualified leads
• Mid-sized firms can route submissions to the appropriate partner based on contract type and complexity
• Larger practices can integrate submissions with case management systems and assign intake reviews to junior associates

The form works equally well for business attorneys, employment lawyers handling contract disputes, real estate attorneys dealing with purchase agreement breaches, and corporate counsel evaluating vendor or partnership disagreements.

Automate Your Contract Dispute Workflow with Stepper

Once a potential client submits this detailed intake form, Stepper can transform that submission into a complete case evaluation workflow. Automatically route high-value cases to senior partners, schedule conflict checks, generate preliminary case assessment documents, and send personalized follow-up emails based on dispute type. Stepper keeps your intake process moving efficiently, ensuring no potential client falls through the cracks while your team focuses on legal strategy rather than administrative coordination.

For cases that move forward, use Papersign to convert your engagement letter into a secure eSignature request linked directly to the intake submission. Clients can review terms, sign electronically, and return executed agreements without the delays of printing, scanning, or mailing—keeping your onboarding timeline tight and professional.

Built for the Legal Industry's Standards

Law firms need more than just functional forms—you need professional, secure, and compliant tools that reflect the seriousness of your practice. This template provides:

• Professional appearance that matches the caliber of your firm, with customizable branding, fonts, and colors
• Secure file uploads for sensitive contract documents, with SOC 2 Type II compliance and data encryption
• Conditional logic that shows relevant questions based on dispute type, streamlining the client experience
• Automatic calculations for damages totals, giving you immediate insight into case value
• Custom confirmation pages that set expectations about response timelines and next steps

Flexible Enough for Any Contract Dispute Type

While this template is designed for general contract disputes, it easily adapts to specialized practice areas:

• Business & Commercial Law: Vendor agreements, partnership disputes, shareholder agreements, franchise contracts
• Employment Law: Employment contracts, non-compete agreements, severance disputes, commission disagreements
• Real Estate Law: Purchase agreements, lease disputes, construction contracts, property management agreements
• Intellectual Property: Licensing agreements, non-disclosure breaches, royalty disputes
• Entertainment & Media: Talent contracts, production agreements, distribution disputes

Simply customize the contract type options and breach description prompts to match your firm's specific practice areas.

Why Law Firms Trust Paperform for Client Intake

Over 500,000 teams worldwide rely on Paperform to collect critical information, and law firms specifically value:

• Security & Compliance: SOC 2 Type II certified, GDPR compliant, with data residency controls
• Professional Presentation: Forms look like polished landing pages, not generic surveys
• Smart Automation: Conditional logic reduces complexity while capturing comprehensive details
• Seamless Integration: Connect to your CRM, case management software, or practice management system
• No Developer Required: Marketing coordinators and legal assistants can customize and deploy forms independently

This template gives your firm the sophisticated intake experience clients expect from a professional legal practice, while dramatically reducing the time your attorneys spend on initial information gathering. Start with a structured, thorough intake process that positions every contract dispute case for strategic success.

Get started now by customizing this template to match your firm's brand, adding your specific practice areas, and embedding it on your website or sending it to prospective clients. Transform your contract dispute intake from scattered emails and phone notes into a streamlined, professional process that elevates your practice.