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Legal Intake Form Generator

Generate customizable client intake forms for your law firm in minutes. Choose which fields to include, add your firm branding, and download a professional form ready for new client consultations.

How it works

1

Enter firm details

Add your firm name, address, and contact information to brand your intake form.

2

Select fields to include

Choose from common intake fields like contact info, case details, opposing party, and signature blocks.

3

Download your form

Preview your intake form and download as PDF or DOCX. Print it or fill in digitally.

Customize your intake form

Firm Information
Form Options
Fields to Include

Preview

Your intake form will look like this

New Client Intake Form

Case Information

By signing below, I certify that the information provided is true and accurate to the best of my knowledge. I understand that providing false information may affect my legal matter.

Privacy Notice: The information you provide on this form is confidential and protected by attorney-client privilege. We will only use this information in connection with your legal matter and will not share it with third parties without your consent, except as required by law or professional obligations.

Turn this into an online intake workflow

Stop printing forms and manually entering data. With Weavelyn, you can send clients a secure link, track completion status, and automatically route leads to the right team member.

  • Share secure intake links with clients
  • Track completion status in real-time
  • Route leads automatically to the right team member
  • Generate documents automatically from responses
Try Weavelyn IntakeSee pricing

Frequently asked questions

What is a legal intake form?

A legal intake form is a document used by law firms to collect essential information from potential clients during initial consultations. It typically includes contact details, case information, and conflict check data to help attorneys evaluate whether to take a case.

What fields should I include on my intake form?

Essential fields include client name, contact information, and a brief description of the legal matter. Depending on your practice area, you may want to add fields for opposing party information, court case numbers, relevant dates, and a signature block for acknowledgment.

Can I customize this intake form for my practice area?

Yes. Use the field toggles to include or exclude sections relevant to your practice. Family law firms might include spouse and children information, while personal injury firms might add accident details and insurance information.

Is this intake form legally compliant?

This generator creates a basic intake form template. You should review the form with your state bar's ethics guidelines and add any required disclosures or privacy notices specific to your jurisdiction.

Can I collect these forms online?

This tool generates printable forms. For online intake with secure form submission, status tracking, and automatic routing, consider Weavelyn's intake software designed specifically for law firms.

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