Legal Client Intake Form

A prospective client spends six to ten minutes describing their situation and walks into the consultation already understood. You get the matter type, the urgency, and a written account of the problem before anyone books a call, so the first conversation starts at the facts instead of the basics.

The template is set up to qualify legal clients through case screening, conflict checks, and consultation preparation. It runs as a traditional form across a cover page, two content pages, and an ending page, so a stressed prospect never faces a wall of questions all at once.

Seven fields that sort real cases from window shoppers

Three contact fields open things up: full name, email, and a phone number. Only the phone is optional, everything else on the form is required, so no submission lands half empty.

The screening happens in the last four fields. A Legal Matter dropdown covers seven practice areas, from Personal Injury and Family Law through Business Law, Real Estate, Estate Planning, and Criminal, with an Other option as the catch-all. A required Brief Description box captures the story in the prospect's own words. An Urgency selector runs from Immediate to No rush, and a yes or no question about prior attorney consultation flags matters that deserve a conflict check before you engage.

Turning submissions into a triage queue

Every response lands in your Uplup dashboard with per-question breakdowns, so you can see at a glance how many Immediate matters arrived this week or which practice area drives the most inquiries. Export everything to CSV for your records, or push each submission into your case management stack the moment it arrives using webhooks or the Zapier connection.

The Brief Description and prior consultation answers do the pre-call work for you. A paralegal can run the conflict check, pull relevant background, and brief the attorney before the consultation is even on the calendar.

Getting it in front of prospects

Share the form with a direct link, print a QR code for the office and your business cards, or post it straight to social channels. If the firm site runs on WordPress, the Uplup plugin drops the form into any page with a shortcode; anywhere else, the embed snippet does the same job.

Before publishing, restyle it to match the practice: your logo, your colors, your wording on every field. Add fields, trim practice areas out of the dropdown, or rewrite the Urgency options to match how your office actually triages. Publishing requires a Pro plan, and once the form is live, edits go out without changing the link.