client intake form generator

New Client Matter Intake Form

Instructions for Use

• Complete all fields in brackets [ ] accurately to ensure a comprehensive conflict check and engagement record.
• Once finalized, save a copy in your secure document management system before forwarding to the prospective client for signature.
• Ensure that any sensitive personal or financial information collected is handled in compliance with your firm’s data privacy and cybersecurity policies.

I. Parties & Definitions

This Intake Form is prepared for the legal representation of: Client Name/Entity: [] Primary Contact Person: [] Matter Description: [] Date of Intake: []

II. Operative Terms

1. Conflict of Interest: The Client represents that they have disclosed all known adverse parties related to this matter. The Firm will conduct a formal conflict check upon receipt of this completed form. Submission of this form does not create an attorney-client relationship.
2. Confidentiality: Information provided herein is protected by the attorney-client privilege to the extent permitted by law, even if the Firm ultimately declines representation.
3. Scope of Representation: The scope of work is limited to the matter described above. Any additional services requested by the Client will require a separate written engagement agreement or an amendment to this record.
4. Communication Preferences: The Client authorizes the Firm to communicate via the following methods:
   • Email: [__________]
   • Secure Portal: [__________]
   • Phone: [__________]
5. Document Retention: The Firm will maintain records related to this matter for a period of [__________] years following the conclusion of the representation, after which records may be destroyed in accordance with firm policy.
6. Billing & Fees: The Client acknowledges that an initial retainer of [__________] may be required prior to the commencement of legal services.

III. Signature & Acknowledgment

By signing below, the undersigned confirms that the information provided is true and accurate to the best of their knowledge and authorizes the Firm to perform a conflict check.

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

Legal Disclaimer: This document serves as a general framework for gathering information. It does not constitute legal advice. Laws regarding attorney-client privilege, conflict checks, and data privacy vary by jurisdiction; consult with qualified counsel to ensure compliance with your local professional conduct rules.