client intake form jotform

New Client Engagement Intake Form

Instructions for Use

• Complete all fields in the "Parties" section to ensure accurate identification of the entity or individual engaging legal services.
• Provide a detailed summary of the legal matter in the "Scope of Representation" section to assist in conflict checking and resource allocation.
• Review all numbered clauses carefully, sign, and date the document before submitting it to the firm’s administrative office for processing.

Parties & Definitions

This Intake Form is submitted by [Client Full Legal Name], ("Client"), residing at [Client Physical Address], with email [Client Email Address] and phone [Client Phone Number]. The firm is [Law Firm Name], ("Firm"), located at [Firm Office Address].

Operative Clauses

1. Scope of Representation: Client seeks representation regarding the following matter: [Detailed Description of Legal Matter]. Client represents that all information provided herein is true, accurate, and complete to the best of their knowledge.
2. Conflict of Interest Disclosure: Client agrees to provide a list of all adverse parties, entities, and individuals relevant to this matter: [List of Adverse Parties]. Client acknowledges that the Firm must perform a conflict check before an attorney-client relationship is established.
3. Confidentiality: Information provided in this form is submitted for the purpose of seeking legal advice and is intended to be protected by attorney-client privilege, subject to the Firm’s conflict check procedures.
4. No Attorney-Client Relationship: Submission of this form does not create an attorney-client relationship. Such a relationship is only formed upon the execution of a formal Engagement Letter signed by both the Client and an authorized representative of the Firm.
5. Document Retention: The Firm reserves the right to retain or destroy information provided in this form in accordance with its internal document retention policy and applicable professional conduct rules.
6. Communication Preferences: Client authorizes the Firm to communicate via:
   • Email
   • Secure Client Portal
   • Telephone
   • Encrypted Messaging

Signature & Acknowledgment

By signing below, the Client acknowledges that they have read and understood the terms of this intake process and that the submission of this form does not guarantee legal representation.

Signature: __________ Printed Name: [Full Legal Name] Title: [Client or Authorized Representative Title] Date: [__________]

Legal Disclaimer: This document is a general framework for informational purposes only. It does not constitute legal advice. You must consult with qualified legal counsel in your specific jurisdiction to ensure compliance with local bar association rules and statutory requirements.