Tech Layoff Attorney Intake Form

Protect Your Rights After a Tech Layoff

Being laid off from a tech company can be overwhelming—especially when you're trying to understand your severance package, stock options, and legal rights all at once. This Tech Layoff Attorney Intake Form template helps employment law firms quickly assess potential WARN Act violations, severance negotiation opportunities, stock option acceleration issues, discrimination in selection, and mass termination scenarios.

Why tech workers need specialized legal intake

Tech layoffs come with unique complexities that general employment forms often miss. From unvested RSUs and ISO tax implications to WARN Act notice requirements and pattern-based discrimination in layoff selection, employment attorneys need detailed information upfront to evaluate whether a client has a viable claim or negotiation leverage.

This template is purpose-built for law firms serving tech employees and covers:

• WARN Act compliance: Captures company size, layoff numbers, notice periods, and facility closures to identify potential federal and state WARN violations
• Severance package details: Collects offer terms, payment structure, healthcare continuation, and release clauses to assess negotiation opportunities
• Equity compensation: Documents stock options, RSUs, vesting schedules, acceleration clauses, and post-termination exercise windows
• Discrimination screening: Gathers demographic information, performance history, and layoff patterns to spot age, race, gender, or disability discrimination
• Mass termination context: Asks about workforce reductions, affected departments, and selection criteria to build pattern evidence

How Paperform makes legal intake more efficient

Traditional PDF intake forms create data entry bottlenecks and make it hard to spot urgent cases. With Paperform, you can replace static documents with an intelligent, conditional form that adapts based on how the client answers key questions.

Conditional logic shows relevant follow-up questions only when needed—if someone indicates they weren't given 60 days' notice and their company laid off 50+ people, the form automatically expands to collect WARN Act-specific details. This keeps the form concise for simple cases while capturing comprehensive information for complex ones.

Instant notifications and CRM integration mean your intake team can prioritize urgent cases immediately. Set up different email alerts based on case severity, sync submissions directly to Clio, PracticePanther, or your legal CRM, and use Paperform's calculations to flag high-value cases (large severance amounts, significant unvested equity, or clear WARN violations).

Professional branding matters when competing for clients. Unlike generic form builders, Paperform lets you create an intake experience that looks like a natural extension of your firm's website—custom fonts, colors, your logo, and even your own domain. First impressions count, especially when potential clients are evaluating multiple attorneys.

Automate follow-up with Stepper workflows

After a client submits their intake form, the real work begins. Stepper (stepper.io), your AI-native workflow builder, can automate everything that happens next:

• Case qualification: Route high-priority cases (WARN violations, large equity amounts, clear discrimination) to senior attorneys while sending lower-priority cases to paralegals for initial review
• Document requests: Automatically send personalized follow-up emails requesting severance agreements, stock option grants, performance reviews, and other supporting documents
• Calendar scheduling: Trigger a consultation booking link for qualified leads while sending polite "not a fit" emails to cases outside your practice area
• CRM updates: Create new matters in your practice management system, tag cases by issue type (WARN, discrimination, severance), and log initial intake notes

Stepper keeps everyone in sync without manual data entry, so your team can focus on winning cases instead of administrative tasks.

Who this template is for

This Tech Layoff Attorney Intake Form is ideal for:

• Employment law firms representing tech workers in severance negotiations, wrongful termination, and discrimination cases
• Labor attorneys specializing in WARN Act litigation and mass layoff scenarios
• Solo practitioners building a tech employment practice and needing professional intake without enterprise software
• Legal aid organizations serving tech workers who may have been illegally terminated or denied proper notice
• Plaintiff-side attorneys evaluating class action potential in large-scale tech layoffs

Customize for your practice

Every employment law practice is different. Use Paperform's doc-style editor to:

• Add or remove questions based on your jurisdiction's WARN Act equivalents (California's WARN is stricter than federal law, for example)
• Include fields for specific equity types (ISOs, NSOs, RSUs, ESPP shares, performance shares)
• Embed your fee structure, contingency information, or engagement terms directly in the form
• Add conditional logic to screen for conflicts of interest or geographic restrictions
• Create custom success pages with next steps, document upload instructions, or consultation scheduling links

Secure, compliant, and trusted

Paperform is SOC 2 Type II certified and GDPR compliant, giving you the security foundation serious law firms need. Role-based permissions let you control which team members see sensitive intake data, and all submissions are encrypted in transit and at rest.

While Paperform is not HIPAA compliant, it meets the security and privacy standards expected by employment law practices handling confidential client information.

Get started in minutes

This template includes everything you need to start taking tech layoff cases today. Simply customize the questions to match your practice's approach, apply your firm's branding, and embed the form on your website or share it as a standalone landing page. With Paperform, you'll replace clunky PDFs and email back-and-forth with a streamlined intake process that helps you close more cases faster.

Trusted by over 500,000 teams worldwide, Paperform makes it easy to build professional intake forms that work as hard as you do.