Medical Malpractice Attorney Intake Form

Streamline Your Medical Malpractice Case Intake with Paperform

Medical malpractice cases require meticulous documentation from the very first client interaction. This Medical Malpractice Attorney Intake Form template helps law firms and attorneys efficiently gather comprehensive information about potential claims while maintaining a professional client experience.

Built for Legal Professionals Who Need Detail and Efficiency

Whether you're a solo practitioner, part of a personal injury firm, or managing intake for a large legal practice, this template captures everything you need to evaluate a medical malpractice claim: detailed healthcare provider information, treatment chronology, injury documentation, medical records, and a thorough damages assessment.

The form guides prospective clients through a logical progression—from basic contact details through the specifics of their medical treatment, the alleged malpractice, resulting injuries, and financial impacts. Conditional logic ensures you only ask relevant follow-up questions, keeping the experience streamlined while maximizing the information you collect.

Automate Your Legal Intake Workflow

Once a submission comes through, you can use Stepper to automatically route high-priority cases to the right attorney, create matters in your practice management software, schedule initial consultations, and send secure follow-up requests for additional documentation—all without manual data entry.

For cases requiring signed retainer agreements or medical authorization forms, integrate Papersign to send documents for eSignature immediately after intake, keeping your case onboarding process moving efficiently and creating a complete audit trail from first contact to signed engagement.

Secure, Compliant, and Ready to Use

With Paperform's SOC 2 Type II compliance, secure file uploads for sensitive medical records, and conditional visibility controls, you can confidently collect protected client information while maintaining professional standards. The form adapts to your firm's branding, integrates with your CRM or case management system, and provides a polished first impression that sets the tone for your attorney-client relationship.

Whether you're handling a dozen intakes a month or screening hundreds of potential claims, this template gives you a consistent, thorough foundation for evaluating medical malpractice cases and identifying which ones warrant further investigation.