Forensic Accounting Attorney Intake Form

Streamline Your Forensic Accounting Case Intake with Paperform

When handling complex forensic accounting cases—from financial fraud investigations to asset tracing and business valuation disputes—gathering comprehensive client information is critical. This forensic accounting attorney intake form helps law firms and legal professionals collect detailed case information, financial documentation needs, and expert testimony requirements in one secure, professional platform.

Built specifically for attorneys working with forensic accountants, this template captures everything from suspected fraud indicators and financial irregularities to asset concealment patterns and business valuation concerns. The structured intake process ensures you gather all necessary information upfront, reducing back-and-forth communication and accelerating case assessment.

Why Paperform for Legal Intake?

Paperform provides law firms with a secure, SOC 2 Type II compliant platform that maintains the professional standards your clients expect. The doc-style editor lets you customize every question to match your firm's specific practice areas, while conditional logic reveals relevant follow-up questions based on case type—ensuring clients only answer what's relevant to their situation.

With built-in file upload capabilities, clients can securely submit financial documents, bank statements, tax returns, and other sensitive materials directly through the form. Collected information flows seamlessly into your case management system via integrations with popular legal tech tools, or you can route submissions to specific attorneys based on case type using Stepper (stepper.io) workflows.

Accelerate Client Onboarding with Papersign

After intake, use Papersign (papersign.com) to immediately send engagement letters, retainer agreements, or conflict waivers for electronic signature—keeping the entire client onboarding process connected and traceable. This eliminates the typical delay between initial consultation and formal engagement, helping you secure cases faster while maintaining a complete audit trail.

Whether your firm specializes in divorce litigation with hidden assets, shareholder disputes, fraud investigations, or business valuation conflicts, this template provides the foundation for efficient, thorough client intake that positions you to take decisive action from day one.