Legal client intake form template

This legal client intake form collects everything a law firm needs before a first consultation on a traffic case: contact details, the citation received and the client's driving history. Prospective clients complete it in a few minutes, and your team starts the case with complete information.

What is this legal client intake form for?

Link it from your website or send it after an initial call. The client provides name, phone, email and address, then the county where the citation was issued, the court appearance date and the charge. A series of yes or no questions covers speeding tickets in the past year, other traffic tickets, commercial driver's licence status and recent violations or at-fault accidents on the insurance policy. The client signs by typing their full name, dates the form and gives consent to data use.

Who is it for?

• Traffic and criminal defence lawyers
• Small firms that want a client intake form law firm staff can process quickly
• Legal clinics and legal aid associations
• Paralegals handling first contacts

How to adapt it in Mailpro

• Edit the questions and texts for your practice area (family, employment, immigration) and add your logo and colors.
• Use conditional questions to ask for details only when a client answers yes.
• Add a file upload so clients can attach a copy of the citation or any letter received.
• Share the form by link, by QR code at your office or in a Mailpro newsletter. Submissions arrive in Mailpro.

Tips

• State that submitting the form does not by itself create a client relationship; follow your bar's rules on this point.
• Ask only the information needed to assess the case and check conflicts of interest.
• Call new clients back quickly: court dates can be close.

Frequently asked questions

Can this legal intake form template work for other case types?

Yes. Keep the identity and consent sections and replace the traffic questions with those relevant to your area of law.

Is an attorney client intake form confidential?

Treat it as confidential and limit access to your team. Local professional rules apply; this template does not replace legal advice.

Why use an online client intake form?

Clients answer at their own pace and your team receives structured, legible information before the first meeting.

Questions in this template

1. What's your full name?
2. What's the best email to reach you at?
3. What's the best phone number to reach you at?
4. What's your street address?
5. City
6. State / Province
7. What's your postal / ZIP code?
8. In which county did you receive the citation?
9. When is your scheduled court appearance?
10. Which citation are you charged with?
11. Have you received a speeding ticket in the last 12 months?
    Yes · No
12. Besides that speeding ticket, have you received any other traffic ticket in the last 3 years?
    Yes · No
13. Do you hold a commercial driver's license (CDL)?
    Yes · No
14. In the last 3 years, has anyone on your insurance policy received a moving violation?
    Yes · No
15. In the last 3 years, has anyone on your insurance policy been at fault in an accident?
    Yes · No
16. Please type your full name as your signature
17. Date signed
18. Data consent