Non-Profit Law Attorney Intake Form

Starting a nonprofit organization requires careful planning, legal documentation, and compliance with federal and state regulations. Our Non-Profit Law Attorney Intake Form is designed specifically for law firms and attorneys who guide clients through the 501(c)(3) application process and organizational setup.

This template streamlines client intake by gathering essential information about the proposed nonprofit's mission, board composition, governance structure, and charitable purposes—all the details you need to prepare IRS Form 1023 or 1023-EZ applications, draft bylaws, and ensure compliance from day one.

Built for nonprofit law practices and their clients, this form covers everything from organizational contact details and charitable purpose statements to board member information, conflict of interest policies, and funding plans. Conditional logic helps tailor questions based on the client's stage of formation, whether they're just exploring the idea or ready to file.

With Paperform, you can brand this intake form to match your firm's identity, embed it on your website, and automatically route submissions to your case management system or CRM. Add Papersign (papersign.com) to turn engagement letters and retainer agreements into eSignable documents sent automatically after intake. Use Stepper (stepper.io) to trigger follow-up workflows—send welcome emails, create client folders, assign tasks to paralegals, and sync data across your practice management tools—all without writing a line of code.

Whether you're a solo practitioner or a full-service nonprofit law firm, this template helps you gather accurate client information upfront, reduce back-and-forth emails, and deliver a professional experience that builds trust from the first interaction. Perfect for attorneys specializing in nonprofit formation, tax-exempt status, board governance, and charitable compliance.