Workers' Compensation Attorney Client Intake Form

Streamline Your Workers' Compensation Client Intake

Workers' compensation cases require detailed documentation from the very first client interaction. This Workers' Compensation Attorney Client Intake Form helps law firms and solo practitioners gather all the critical information needed to evaluate a case, from injury details and employer information to medical treatment records and lost wages.

Why This Template Works for Workers' Comp Attorneys

Workers' compensation law is highly detail-oriented. Missing information at intake can delay case evaluation, frustrate clients, and complicate claims processing. This template is designed specifically for workers' comp practices to:

• Capture comprehensive injury details including date, location, witnesses, and how the injury occurred
• Document employer information and workplace safety conditions
• Track medical treatment history including providers, diagnoses, and ongoing care
• Calculate lost wages and understand financial impact on the client
• Record claim status and previous interactions with insurance carriers
• Identify case viability early with conditional questions that reveal red flags or strong case indicators

Perfect for Law Firms of All Sizes

Whether you're a solo practitioner, small firm, or established workers' compensation practice, this intake form adapts to your workflow. The professional design creates a trustworthy first impression, while the logical question flow makes it easy for injured workers to complete—even when they're dealing with pain, stress, or limited mobility.

Automate Your Intake-to-Case Workflow

With Paperform's built-in automation capabilities, you can connect this form directly to your case management system, CRM, or document storage. Use Stepper to automatically route urgent cases to senior attorneys, send confirmation emails with next steps, create client folders, and schedule initial consultations—all triggered the moment someone submits the form.

For cases requiring signed representation agreements, you can seamlessly transition from this intake form to Papersign to send retainer agreements and fee contracts for eSignature, keeping everything connected and documented.

Built for Compliance and Client Trust

Workers' compensation clients need to feel confident sharing sensitive information about their injuries, employers, and finances. This form is built on Paperform's SOC 2 Type II compliant platform with secure data handling, while maintaining a professional, approachable design that puts injured workers at ease.

Stop chasing clients for missing information or deciphering incomplete intake notes. This template helps you gather everything you need the first time, so you can focus on building strong cases and winning fair compensation for injured workers.