Whistleblower Attorney Intake Form

Whistleblower Attorney Intake Form for Legal Professionals

When representing whistleblower clients, gathering comprehensive information upfront is critical to building a strong case. This Whistleblower Attorney Intake Form is designed specifically for law firms and attorneys who handle whistleblower protection, retaliation, and qui tam cases under federal and state laws.

Why This Form Works for Legal Practices

This template streamlines the client intake process by collecting all essential details in one structured submission—from employer information and violation specifics to internal reporting attempts and retaliation documentation. It helps attorneys quickly assess case merit, identify protected activities under laws like the Whistleblower Protection Act, Sarbanes-Oxley, Dodd-Frank, and state-specific statutes, and determine next steps.

The form is tailored for employment law firms, whistleblower advocates, labor attorneys, and legal aid organizations handling complex workplace retaliation and fraud cases. It captures critical timeline information, witness details, and supporting evidence, reducing back-and-forth communication and allowing your team to focus on legal strategy.

Automate Your Intake Workflow with Stepper

Once a prospective whistleblower client submits this form, you can use Stepper to automate your intake workflow. Route new submissions to the appropriate attorney based on case type or jurisdiction, automatically create matter records in your practice management system, send follow-up emails requesting additional documentation, and schedule initial consultations—all without manual data entry.

Professional, Confidential, and Conversion-Optimized

Built on Paperform's flexible platform, this template maintains a professional appearance while being easy for distressed clients to complete. The form uses conditional logic to reveal relevant follow-up questions, ensuring you gather detailed information without overwhelming the respondent. With SOC 2 Type II compliance and enterprise-grade security, you can confidently collect sensitive whistleblower information and protect client confidentiality from the first touchpoint.

Whether you're a solo practitioner or part of a multi-attorney firm, this intake form helps you professionalize your client onboarding, reduce intake time, and build stronger cases from day one.