Expungement Attorney Intake Form

Streamline Your Expungement Practice with a Professional Client Intake Form

Expungement cases require meticulous documentation and careful evaluation of eligibility criteria. This expungement attorney intake form template helps criminal defense attorneys, expungement specialists, and legal aid organizations efficiently collect comprehensive client information in one organized submission.

Built for Expungement Law Practices

Whether you're a solo practitioner specializing in record sealing, a criminal defense firm offering expungement services, or a legal aid clinic helping clients clear their records, this template captures everything you need for initial case assessment: personal information, detailed criminal history, conviction dates, sentence completion documentation, and eligibility screening responses.

The form uses conditional logic to adapt questions based on offense types and jurisdiction, ensuring you gather relevant details without overwhelming clients. By digitizing your intake process with Paperform, you eliminate paper forms, reduce intake appointments, and can begin eligibility analysis immediately upon submission.

Automate Your Expungement Workflow

Once a potential client submits their intake form, you can use Stepper to automatically route cases to the appropriate attorney, create a client record in your practice management system, schedule a consultation, and send a welcome email with next steps. This means your team can focus on legal analysis rather than administrative coordination.

If your intake process requires signed fee agreements or retainer contracts, you can seamlessly transition approved clients to Papersign for secure electronic signatures on engagement letters, keeping all documentation connected to the original intake submission.

Why Law Firms Choose Paperform

Legal professionals need tools they can trust. Paperform is SOC 2 Type II compliant with robust security controls, making it suitable for collecting sensitive client information. With secure file uploads for supporting documentation like court records and discharge papers, conditional logic for complex eligibility screening, and professional custom branding that reinforces your firm's credibility, this template helps you deliver a modern, client-friendly intake experience.

Start accepting expungement inquiries 24/7, reduce your administrative burden, and build a complete case file from day one. Trusted by legal professionals nationwide, this form template gives you the foundation to scale your expungement practice efficiently.