new client intake form template free

Professional Client Intake and Engagement Questionnaire

Instructions for Use

• Complete all sections of this form accurately to ensure the firm has sufficient information to perform a conflicts check and establish a professional record.
• Once filled out, print and sign the document, or utilize a secure digital signature platform to execute the agreement.
• Retain a copy of this completed document for your internal records and provide the original to the firm’s administrative office for processing.

I. Parties and Definitions

This Client Intake Form is entered into by and between: Client: [Full Legal Name of Individual or Entity], located at [Physical Address of Client] ("Client") Firm: [Name of Law Firm/Service Provider], located at [Firm Business Address] ("Firm")

II. Operative Terms and Disclosures

1. Scope of Representation: The Client seeks services regarding the following matter: [Detailed Description of Legal Matter or Project Scope]. The Client agrees that the Firm’s representation is limited to the specific matter described herein unless otherwise agreed upon in a subsequent written amendment.

2. Conflicts of Interest: The Client represents that they have disclosed all known adverse parties and related entities. The Client acknowledges that the Firm must conduct a conflict-of-interest check before representation can officially commence. This intake form does not constitute an attorney-client relationship until formally accepted by the Firm.

3. Confidentiality: Information provided in this form is for the purpose of evaluating potential representation. The Firm agrees to maintain the confidentiality of the information provided herein, subject to applicable ethical rules and legal requirements regarding mandatory disclosure.

4. Fee Arrangement: The Client acknowledges that services will be billed at the rate of [Hourly Rate or Flat Fee Amount] per [Hour/Project], subject to the terms of a separate written Fee Agreement.

5. Communication: The Client authorizes the Firm to contact them via:

• Email: [Client Email Address]
• Phone: [Client Phone Number]
• Secure Portal: [Portal Name, if applicable]

6. Document Retention: The Firm will maintain records in accordance with jurisdictional requirements. The Client may request a copy of their file at the conclusion of the representation, subject to the Firm’s file retention policy.

III. Acknowledgment and Signature

By signing below, the Client confirms that the information provided is accurate and complete to the best of their knowledge.

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

Legal Disclaimer: This document is a general framework intended for informational purposes only and does not constitute legal advice. Laws regarding client intake and record-keeping vary by jurisdiction. You should consult with qualified local counsel to ensure this document complies with your specific state or regional bar requirements and practice standards.