Unionization Attorney Intake Form

Streamline Your Labor Law Practice with a Professional Unionization Attorney Intake Form

When workers reach out to your firm about unionizing their workplace, they're often navigating uncharted territory—excited, anxious, and in need of expert guidance. The initial intake process sets the tone for your entire attorney-client relationship, and a comprehensive unionization attorney intake form ensures you capture every critical detail from the very first interaction.

This unionization attorney intake form template is purpose-built for labor law attorneys who represent workers and unions through organizing campaigns, unfair labor practice charges, NLRB proceedings, election challenges, and collective bargaining preparation. Instead of piecing together information through multiple phone calls and follow-up emails, this form gives you a structured way to collect workplace details, campaign status, employer information, and legal service needs—all in one streamlined submission.

Designed for Labor Law Professionals

Labor law is complex, time-sensitive, and deeply personal for the workers you represent. Whether you're handling a card check petition, responding to an employer's union-busting tactics, preparing for a representation election, or gearing up for first-contract negotiations, you need accurate information fast.

This intake form covers the full spectrum of unionization legal services:

• Organizing campaign support – Capture information about workforce composition, existing organizing efforts, and employer response
• Unfair labor practice (ULP) charges – Document specific incidents, dates, witnesses, and employer conduct that may violate the National Labor Relations Act
• Card check petitions – Collect details about authorization cards, majority support, and voluntary recognition requests
• Election challenges – Gather facts about NLRB election objections, employer interference, and vote outcomes
• Collective bargaining preparation – Assess bargaining unit composition, priority issues, and readiness for negotiations

By using conditional logic, the form adapts to each client's specific situation—only showing relevant questions based on their answers, making the experience feel personalized rather than overwhelming.

Why Paperform for Labor Law Intake?

Paperform gives labor attorneys the flexibility to create client intake forms that look professional, feel approachable, and work seamlessly with your existing practice management tools. Unlike rigid legal software or generic form builders, Paperform's doc-style editor lets you structure your intake exactly how you think about these cases—mixing explanatory text, legal disclaimers, and form fields in a natural flow.

The platform's conditional logic ensures that workers organizing at a warehouse see different follow-up questions than healthcare workers at a hospital, or that someone filing a ULP charge after being terminated gets targeted questions about termination circumstances. This intelligent branching keeps the form focused and relevant without creating separate forms for every scenario.

Security and compliance are non-negotiable in legal practice. Paperform is SOC 2 Type II certified and offers data encryption, secure submission storage, and the ability to set data residency controls—giving you and your clients confidence that sensitive workplace information, personal details, and organizing strategy remain confidential.

Automate Your Intake Workflow with Stepper

Once a potential client submits their intake form, the real work begins—but much of it can be automated. With Stepper, Paperform's AI-native workflow builder, you can automatically route new intake submissions based on urgency, practice area, or attorney availability.

For example, when someone indicates they've been terminated for union activity, Stepper can immediately flag the submission as high-priority, send an alert to your intake coordinator, create a matter in your practice management system, and trigger a same-day consultation scheduling link. If someone is in the early stages of organizing and needs educational materials, Stepper can send a personalized email with NLRA rights information and next steps.

These no-code workflows keep your practice responsive and organized, so you can focus on legal strategy rather than administrative coordination.

Built for Union-Side Labor Attorneys and Workers' Rights Firms

This template is tailored for law firms and solo practitioners who represent:

• Workers organizing their first union
• Existing union locals seeking legal counsel
• Labor organizations supporting organizing drives
• Individual workers facing retaliation for union activity
• Bargaining committees preparing for negotiations

Whether your practice focuses exclusively on labor law or you're part of a broader workers' rights or civil rights firm, this intake form helps you quickly assess case viability, identify urgent legal issues, and begin building the attorney-client relationship with clarity and professionalism.

The form's approachable design—complete with helpful explanations and plain-language questions—also makes it accessible to workers who may not be familiar with legal processes, ensuring you get complete information without intimidating potential clients.

Seamless Integration with Your Legal Tech Stack

Paperform integrates with the tools labor law firms already use. Send intake data directly to Clio, MyCase, or other practice management systems. Log submissions in Google Sheets or Airtable for internal tracking. Trigger Slack notifications when urgent cases come in. Connect with HubSpot or Pipedrive if you manage business development alongside casework.

These native integrations and webhook capabilities mean your intake form becomes the front door to a fully automated client onboarding process, reducing manual data entry and the risk of details falling through the cracks during those critical first days.

Trusted by Growing Legal Practices

Paperform is trusted by over 500,000 teams worldwide, including law firms, legal aid organizations, and solo practitioners who need professional forms without custom development. The platform is GDPR compliant, with transparent data handling and the ability to customize privacy notices and terms of service right within your form.

With Paperform's Agency+ plan, labor law firms managing multiple organizing campaigns or serving different union locals can create branded forms for each client or matter, all managed from a single account with centralized billing and team access controls.

Get Started with This Template

This unionization attorney intake form template gives you a proven starting point—complete with all the essential fields, logical flow, and professional design labor law practices need. You can use it as-is, or customize it in minutes using Paperform's intuitive editor to match your firm's specific practice areas, intake protocols, and brand identity.

Whether you're representing workers in their first organizing campaign or preparing for high-stakes collective bargaining, this form ensures you start every case with the information you need to provide excellent legal representation from day one.