what is a client intake form

Professional Services Engagement Intake Form

Instructions for Use

• Complete all fields marked with brackets accurately to ensure proper conflict checking and file opening procedures.
• Submit the signed document to the firm’s administrative office via secure portal or encrypted email to initiate the formal onboarding process.
• Retain a copy for your records; this document serves as the preliminary record of the professional relationship between the parties.

Parties & Definitions

This Intake Form is entered into by [Client Full Legal Name] ("Client") and [Law Firm/Service Provider Name] ("Provider").

Client Information:

• Legal Name: [__________]
• Entity Type (if applicable): [__________]
• Primary Contact Person: [__________]
• Physical Address: [__________]
• Email Address: [__________]
• Phone Number: [__________]

Matter Information:

• Matter Description: [__________]
• Opposing Party/Adverse Interest (if known): [__________]
• Urgency/Deadlines: [__________]

Operative Terms

1. Conflict of Interest. The Client agrees that the submission of this form does not create an attorney-client or professional relationship until such time as a formal engagement letter is signed by both parties. The Provider will conduct a conflict check based on the information provided herein.
2. Accuracy of Information. The Client represents that all information provided in this document is true, accurate, and complete to the best of their knowledge. The Client agrees to update the Provider immediately if any material information changes.
3. Confidentiality. The Provider agrees to treat the information contained in this document with the same degree of care as it treats its own confidential information, subject to the Provider’s professional ethical obligations.
4. Data Privacy. The Client acknowledges that the Provider may store this information in electronic case management systems. The Client consents to such processing as necessary for the purpose of evaluating and performing the requested services.
5. Document Retention. The Provider reserves the right to retain or destroy the information provided in accordance with its internal document retention policy and applicable state bar or regulatory requirements.

Signature & Acknowledgment

By signing below, I certify that I am authorized to provide this information and that I have read and understood the terms of this intake process.

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

Legal Disclaimer: This document is a general framework provided for informational purposes only. It does not constitute legal advice. You must consult with qualified legal counsel in your specific jurisdiction to ensure this form complies with local regulations, ethical rules, and professional standards.