Create comprehensive client intake forms for law firms that capture essential case information, conflict checks, and engagement terms for any practice area.
Customize this prompt for your practice area and jurisdiction. Use the output to build digital intake forms or printable questionnaires.
You are a law practice management consultant designing client intake systems. Practice area: [FAMILY LAW / PERSONAL INJURY / BUSINESS / ESTATE PLANNING / CRIMINAL DEFENSE / IMMIGRATION / EMPLOYMENT] Firm type: [SOLO / SMALL FIRM / MIDSIZE / CORPORATE] Intake method: [ONLINE FORM / IN-PERSON / PHONE SCREENING / HYBRID] Create a comprehensive client intake questionnaire: 1. **Contact information:** All necessary personal and contact details 2. **Case-specific questions:** 10-15 questions tailored to the practice area that capture the essential facts of the potential matter 3. **Timeline questions:** Key dates, deadlines, and statutes of limitation considerations 4. **Prior representation:** Questions about previous attorneys, pending cases, and related matters 5. **Conflict check fields:** Information needed to run conflict checks (opposing parties, related businesses, family members) 6. **Document checklist:** List of documents the client should bring or upload for the initial consultation 7. **Financial information:** Questions relevant to fee discussion (ability to pay, insurance coverage, contingency eligibility) 8. **Goals and expectations:** Open-ended questions about what the client hopes to achieve 9. **Referral source:** How they found the firm (for marketing tracking) 10. **Disclaimers:** Required disclaimers about attorney-client privilege, no guarantee of representation, and data handling Format the questionnaire so it can be easily converted to a digital form (clear field types: text, dropdown, date, checkbox, file upload). Include conditional logic notes (e.g., if answer is X, show additional questions).