Legal Client Intake & Matter Opening Form

Automate Legal Client Intake & Matter Opening

For law firms and legal practices, the client intake process sets the tone for every new engagement. This Legal Client Intake & Matter Opening Form helps you replace manual paperwork, email chains, and scattered spreadsheets with a single, professional intake experience that captures everything you need—from initial contact details through conflict checks and engagement.

Built for Law Firms That Value Efficiency

Whether you're a solo practitioner, boutique firm, or growing legal practice, this template is designed to help you:

• Qualify and route matters automatically based on practice area, urgency, and client needs
• Conduct preliminary conflict checks by collecting relevant party information upfront
• Collect client information comprehensively including contact details, matter description, budget expectations, and key dates
• Trigger engagement workflows that connect to your practice management software, CRM, or document automation tools

The form adapts based on the type of legal matter—whether it's corporate, litigation, family law, estate planning, or another practice area—ensuring you gather the right details for each engagement without overwhelming clients with irrelevant questions.

Seamless Integration with Your Legal Tech Stack

This Paperform template integrates with the tools legal professionals already rely on. Use Stepper (stepper.io) to automate what happens after submission: create new matters in Clio, PracticePanther, or MyCase, send engagement letters via Papersign (papersign.com) for secure eSignature, route intake forms to the right attorney or paralegal, and log client details in your CRM or billing system—all without manual data entry.

When a new client submits the form, conditional logic ensures only relevant questions appear, and Paperform's calculation engine can even provide preliminary fee estimates or help clients understand potential costs before the first consultation.

Professional, Client-Friendly Experience

First impressions matter in legal services. This template gives you a polished, on-brand intake form that clients can complete on any device, with clear instructions, helpful descriptions, and a reassuring tone. You control the look and feel—fonts, colors, logo, and layout—so the form feels like a natural extension of your firm's website and brand.

For firms managing multiple practice areas or client segments, you can clone and customize this template for different matter types while maintaining a consistent client experience across your entire firm.

Trusted, Secure, and Compliant

Paperform is SOC 2 Type II and GDPR compliant, giving you and your clients confidence that sensitive information is handled securely. All submissions are encrypted, and you can control access with roles, permissions, and SSO for larger teams. Please note that Paperform is not HIPAA compliant, but it meets the rigorous security standards expected in professional services.

Over 500,000 teams trust Paperform to handle their most important workflows, and legal practices around the world rely on it to modernize client intake, engagement, and matter management without the complexity of custom development.

Start with this template, connect it to your practice management and workflow tools, and turn every new client inquiry into a smooth, professional onboarding experience.