Real Estate Transaction Attorney Intake Form

Streamline Real Estate Transactions with Paperform

Real estate transactions involve complex documentation, strict timelines, and careful coordination between multiple parties. This Real Estate Transaction Attorney Intake Form helps law firms and solo practitioners capture all essential client and property information upfront, reducing back-and-forth communication and accelerating the closing process.

Built for Real Estate Legal Practices

Whether you're handling residential purchases, commercial sales, refinancing, or investment property transfers, this template collects everything you need in one professional intake form: client contact details, property information, transaction type, purchase agreement uploads, title search requirements, financing specifics, and proposed closing dates.

The form uses conditional logic to show relevant questions based on transaction type—buyers see financing fields, sellers provide current mortgage details, and refinancing clients answer loan-specific questions. This intelligent approach keeps the form focused and reduces confusion for clients who may already feel overwhelmed by the transaction process.

Automate Your Real Estate Legal Workflows

Once a client submits their intake form, Paperform can trigger powerful automations through Stepper. Automatically create matter folders in your document management system, send engagement letters via Papersign for electronic signature, notify your title company partner, add the closing date to your team calendar, and route the file to the appropriate attorney—all without manual data entry.

Integration with CRMs like Clio, PracticePanther, or your preferred legal practice management software means client data flows seamlessly into your existing systems. Combined with Paperform's payment capabilities, you can collect retainer fees or consultation deposits at the point of intake, improving cash flow and commitment.

Professional, On-Brand Client Experience

First impressions matter in legal services. This form template can be customized with your firm's branding—logo, colors, and fonts—creating a polished, trustworthy experience that reassures clients they've chosen the right representation. Embed it on your website, share it via email, or send it as part of your initial consultation follow-up.

With SOC 2 Type II compliance and secure file uploads, clients can confidently share sensitive documents like purchase agreements, financial statements, and identification. For firms handling multiple practice areas, Paperform's Agency+ plan lets you manage intake forms across different service lines from one central account.

Start collecting better real estate client information from day one, reduce administrative overhead, and focus your billable hours on legal strategy rather than data gathering.