client intake form digital

New Client Engagement Intake Form

Instructions for Use

• Complete all fields accurately to ensure the firm has sufficient information to perform a conflicts check and establish the legal relationship.
• Save a copy of the completed form in your secure document management system before transmitting it to the firm.
• If a section does not apply to your matter, mark it as "N/A" rather than leaving it blank to confirm the field was reviewed.

Parties & Definitions

This form is submitted by [Full Legal Name of Client] ("Client") to [Law Firm Name] ("Firm") for the purpose of initiating a potential professional relationship.

Client Information Full Legal Name: [] Entity Type (if applicable): [] Primary Contact Person: [] Mailing Address: [] Email Address: [] Phone Number: []

Operative Clauses

1. Conflicts of Interest: Client acknowledges that the submission of this form does not create an attorney-client relationship. The Firm must perform a conflicts check against its current and former clients before accepting any engagement.
2. Confidentiality: Information provided herein is intended to assist the Firm in evaluating the potential engagement. Client agrees not to provide sensitive trade secrets or highly confidential information until a formal engagement letter is signed.
3. Matter Description: Please provide a concise summary of the legal issue or transaction for which you are seeking representation: [__________]
4. Adverse Parties: List all individuals or entities that may be adverse to your interests in this matter: [__________]
5. Urgency/Deadlines: Are there any known court-ordered deadlines or statute of limitations dates related to this matter? [ ] Yes - [ ] No If yes, please specify: [__________]
6. Authorization: By signing below, Client authorizes the Firm to conduct a conflicts search using the information provided and confirms that the information is true and accurate to the best of their knowledge.

Signature & Acknowledgment

Signature: __________ Printed Name: [] Title: [] Date: [__________]

Legal Disclaimer: This document is a general framework and does not constitute legal advice. Consult with qualified counsel in your jurisdiction to ensure compliance with local bar association rules and professional conduct standards.