Business law client intake that captures the full picture.
Collect entity details, stakeholder information, and case specifics efficiently. Start every business matter with organized client information.
Set up in minutes. No integrations required.
Business law intake challenges
- Entity formation requires detailed ownership and structure information
- Stakeholder and shareholder details must be documented accurately
- Contract review matters need context about the business relationship
- Compliance questions vary by industry and entity type
- Multiple decision-makers may be involved in legal matters
- Business disputes require understanding of corporate relationships
How Weavelyn helps
Client completes intake
Online form captures all details
Auto-route to attorney
Routing rules assign the right person
Review & qualify
Triage submissions in your pipeline
Collaborate & follow up
Notes, alerts, and status tracking
Convert to client
Move qualified leads to signed engagement
Client completes intake
Online form captures all details
Auto-route to attorney
Routing rules assign the right person
Review & qualify
Triage submissions in your pipeline
Collaborate & follow up
Notes, alerts, and status tracking
Convert to client
Move qualified leads to signed engagement
What you get
Custom intake forms
Build forms tailored to entity formation, contracts, or disputes
Public intake link
Share a simple link for prospective business clients
Submissions inbox
All inquiries organized and easy to review
Assignment to attorney
Route cases to team members based on matter type or expertise
Status pipeline
Track each matter from intake through resolution
Notes & activity timeline
Document consultations and keep complete matter history
Recommended intake questions for business law
Our business law template includes these sections. Customize as needed for your practice.
Contact Information
- Your name and role in the company
- Email address and phone number
- Best time to contact
- Preferred contact method
- Referral source
Business Information
- Business name and DBA (if any)
- Entity type (LLC, Corporation, Partnership, Sole Prop)
- State of formation
- Year established
- Industry and nature of business
Ownership & Structure
- Number of owners/shareholders
- Names and ownership percentages
- Operating agreement or bylaws in place?
- Board of directors (if applicable)
- Key employees or decision-makers
Legal Matter Details
- Type of legal matter (formation, contract, dispute, compliance)
- Description of the issue or need
- Opposing parties (if applicable)
- Timeline or deadlines
- Previous legal counsel on this matter
Who it's for
Solo business attorneys
Collect comprehensive business information without administrative staff
Business law firms
Standardize intake across entity formation, contracts, and disputes
General practice with business clients
Create specialized forms for business matters alongside other practice areas
Ready to streamline your business law intake?
Start your free trial today. No credit card required.
Frequently asked questions
Can I create different forms for different business matters?
Yes. Create separate intake forms for entity formation, contract review, business disputes, M&A, or any other business matter. Each form can have its own set of questions.
Can multiple people from a company complete the intake?
Yes. Share the intake link with whoever has the relevant information. You can also have different contacts complete different sections of your intake process.
How does this help with entity formation clients?
Structured forms capture ownership details, entity preferences, and formation requirements upfront. You receive organized information ready for document preparation.
Can I collect information about existing business documents?
Yes. Include questions about operating agreements, bylaws, shareholder agreements, and other existing documents to understand the current corporate structure.
Is the information secure?
Yes. All data is encrypted in transit and at rest. Business matters involve sensitive commercial information, and we treat security seriously.
Can clients fill this out on mobile?
Yes. The intake form is fully responsive. Business owners can complete it from anywhere on any device.
Do I need integrations to use this?
No. Weavelyn Intake works standalone. Just create your form, share the link, and start receiving organized submissions.
Can I assign matters to different attorneys?
Yes. When a submission comes in, assign it to any team member. Useful for routing by matter type, industry expertise, or attorney availability.
Weavelyn is workflow software for law firms. It does not provide legal advice.