Intake, classic form

Legal client intake template

A new matter enquiry with matter type, the story in their words, all parties for the conflict check, urgency, documents and ID.

15 questions, 11 required, as a classic form

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The Legal client intake template as a respondent sees it, top of the form

Every question

  1. Your full legal name (required)

    Full name

  2. Any other names you have used

    Short answer

  3. Mobile (required)

    Short answer

  4. Email (required)

    Short answer

  5. Address for correspondence, including suburb, state and postcode (required)

    Short answer

  6. What kind of matter is this? (required)

    Dropdown: Buying or selling property, A dispute with a builder or tradesperson, Employment, including unfair dismissal, A commercial contract, Setting up or restructuring a business, A debt owed to you, or claimed from you, Wills and estate planning, A contested estate, Family law, separation and parenting, A personal injury claim, A neighbour or body corporate dispute, Something else, described below

  7. What has happened, in your own words? (required)

    Long answer

  8. Other parties

    Table

  9. How urgent is this? (required)

    Single choice: No deadline that I know of, A deadline in the next month, A deadline in the next week, A court date or filing deadline already set, A contract with a cooling off period running now, I have been served with something

  10. How did you come to this firm? (required)

    Single choice: A friend, family member or colleague, Another lawyer referred me, My accountant or financial adviser, A real estate agent or broker, Searched online, A previous matter with this firm, A community legal service

  11. Has another lawyer acted for you on this matter? (required)

    Single choice: No, Yes, and the file has been closed, Yes, and they are still acting, Yes, and I would rather explain why I left, I have only had a free first appointment elsewhere

  12. Documents about the matter

    File upload

  13. Photo identification

    File upload

  14. Costs acknowledgement (required)

    Multiple choice: I understand this enquiry does not engage the firm and is not legal advice, I understand a costs agreement and costs disclosure will be provided before any work begins

  15. Signature (required)

    Signature

What you fill in

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