client intake form template pdf

New Client Onboarding and Information Disclosure

Instructions for Use

• Complete all sections of this form accurately; incomplete information may delay the initiation of legal services.
• Once filled, save the document as a PDF, sign electronically or physically, and return it to your assigned legal representative via secure portal or email.
• Retain a copy for your personal records; this document serves as the foundational data set for your engagement file.

Parties and Definitions

This Information Disclosure is entered into by and between: Client: [Full Legal Name] ("Client") Firm: [Law Firm Name] ("Firm") Matter Reference: [Brief Description of Legal Matter]

Operative Terms

1. Client Identification: Client represents that they are [ ] an individual [ ] a business entity. If a business entity, please provide the State of Incorporation: [] and Tax ID/EIN: [].

2. Conflict of Interest Disclosure: To ensure no conflicts of interest exist, please list all known adverse parties or entities involved in this matter: [__________].

3. Communication Preferences: Client authorizes the Firm to communicate via the following methods:

• Email: [Email Address]
• Phone: [Phone Number]
• Secure Portal: [Portal URL or N/A] Client acknowledges that unencrypted email may not be fully secure and consents to its use for routine correspondence.

4. Document Retention: Client agrees to provide all relevant documentation requested by the Firm within [__________] business days of request. The Firm is not responsible for delays caused by the withholding of necessary discovery materials.

5. Billing and Fee Acknowledgment: Client acknowledges receipt of the separate Fee Agreement. All invoices are due upon receipt unless otherwise specified in the Fee Agreement. Billing contact person: [Name] at [Email Address].

6. Accuracy of Information: Client warrants that all information provided herein is true, correct, and complete to the best of their knowledge. Client agrees to notify the Firm immediately of any material changes to the information provided.

Signature and Acknowledgment

By signing below, the Client acknowledges that they have read and understood the terms of this intake process and authorize the Firm to begin the conflict check process.

Signature: __________ Printed Name: [Full Legal Name] Title: [Title, if applicable] Date: [Date]

Legal Disclaimer: This document is a general framework intended for informational purposes only and does not constitute legal advice or create an attorney-client relationship. Laws vary by jurisdiction; consult with qualified legal counsel in your specific region to ensure this form complies with local professional conduct rules and statutory requirements.