# Legal client intake form

Delete questions you don’t need and mark optional ones. Let people answer “not sure yet”.

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## Details

Client / company: [Name]
Completed by: [Name, role]
Date: [Date]

## Client details

- Full legal name (person or entity)? [Answer]
- Contact details and preferred contact method? [Answer]
- Who can give instructions on the client’s behalf? [Answer]

## Parties (for conflict check)

- Names of all other parties involved? [Answer]
- Their lawyers, if known? [Answer]
- Related companies or people? [Answer]

## The matter

- Type of matter? [Answer]
- A brief summary of what happened? [Answer]
- What outcome are you looking for? [Answer]

## Key dates

- Any deadlines, hearings or limitation dates? [Answer]
- When did the issue arise? [Answer]

## Next steps

- Which documents can you provide (once we confirm we can act)? [Answer]
- How did you hear about us? [Answer]

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## Before you send it

- [ ] Every question has a reason to be there.
- [ ] Optional questions are marked.
- [ ] It takes under ten minutes to complete.
- [ ] It doesn’t ask for passwords or sensitive files.
- [ ] You’ve said how answers will be used and stored.
- [ ] You know who reviews the answers and when.

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# Example: Westbrook Holdings lease matter

Sample answers from a fictional client.

## Sample answers

- **Matter type?** Commercial lease renewal.
- **Other parties?** The landlord, Calderbrook Estates, and its agents.
- **Key date?** The current lease expires on 30 November.

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