client intake form questions

New Matter Engagement and Client Information Form

Instructions for Use

• Complete all sections marked with brackets [ ] accurately to ensure conflict checks and billing systems are populated correctly.
• Upon completion, submit this form to the firm’s administrative lead or legal operations department for formal review and matter opening.
• Ensure all sensitive information is handled in accordance with the firm’s data privacy and document retention policies.

Parties & Definitions

This form is submitted by [Client Full Legal Name], hereinafter referred to as the "Client," to [Law Firm Name], hereinafter referred to as the "Firm." The "Matter" refers to the specific legal engagement described in Section 1 below.

Operative Information

1. Client Identity and Contact Information

   • Legal Name: [__________]
   • Primary Address: [__________]
   • Tax ID / SSN (if required for billing): [__________]
   • Primary Contact Person: [__________]
   • Phone: [] Email: []

2. Nature of Matter

   • Brief Description of Legal Issue: [__________]
   • Expected Outcome/Objective: [__________]
   • Deadline/Urgency: [ ] Standard [ ] Urgent (explain): [__________]

3. Adverse Parties and Conflict Check

   • List all known opposing parties, co-defendants, or related entities: [__________]
   • List any known individuals or companies with a financial interest in this matter: [__________]

4. Financial and Billing Arrangements

   • Fee Structure: [ ] Hourly [ ] Flat Fee [ ] Contingency [ ] Retainer
   • Billing Contact Name: [__________]
   • Billing Email: [__________]
   • Method of Payment: [ ] ACH [ ] Credit Card [ ] Wire Transfer

5. Disclosure and Acknowledgment

   • Are there any existing court orders or injunctions related to this matter? [ ] Yes [ ] No
   • Have you previously consulted with other counsel regarding this matter? [ ] Yes [ ] No
   • By signing below, the Client certifies that the information provided is true and accurate to the best of their knowledge and authorizes the Firm to perform a conflict of interest check.

Signature & Acknowledgment

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

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