Legal Consultation Request Form

Legal Consultation Request Form: Streamline Client Intake for Law Firms

Finding the right legal representation starts with a clear understanding of your case—and that begins with an effective consultation request form.

This Legal Consultation Request Form is designed specifically for law firms, solo practitioners, legal clinics, and corporate legal departments who need a professional, efficient way to gather essential case information before the first consultation. Instead of relying on scattered phone notes or lengthy email exchanges, this template captures everything you need to assess urgency, identify potential conflicts of interest, and prepare for meaningful initial conversations.

Built for professional legal practices

Whether you're a boutique firm handling family law, a commercial litigation practice, or a general practitioner serving individuals and small businesses, this form helps you:

• Screen cases efficiently with questions about case type, timeline, and parties involved
• Assess urgency to prioritize consultations and allocate resources appropriately
• Run preliminary conflict checks by capturing names of opposing parties and related entities
• Gather background context so attorneys can prepare before the consultation call
• Present a professional first impression with a branded, easy-to-complete form

The form collects contact information, case category, a brief description of the legal matter, urgency level, budget expectations, and critical conflict-check details—all in a clean, organized format that respects both your time and your prospective clients' needs.

Paperform makes legal intake seamless

With Paperform's flexible editor, you can customize this template to match your firm's practice areas, add conditional logic to show follow-up questions based on case type, and apply your brand colors and logo for a polished, trustworthy experience.

Once a prospective client submits their request, you can:

• Automate follow-up emails with next steps or scheduling links
• Send data to your CRM like Clio, HubSpot, or your case management system
• Trigger internal notifications via Slack or email to route urgent matters immediately
• Use Papersign to send engagement letters or retainer agreements for eSignature once you've agreed to take the case
• Build workflows with Stepper to manage your intake pipeline—send calendar invites, create tasks in your project management tool, or update your client database automatically

This template is ready to use out of the box, mobile-friendly, and secure enough for sensitive legal inquiries. It's trusted by legal professionals who need to present a modern, accessible client experience without sacrificing the rigor and detail required for proper case evaluation and conflict screening.

Start gathering better consultation requests today—and spend less time chasing down the information you need to make informed decisions about new matters.