Introducing Referent – AI-native practice management software for modern law firms.
Explore ReferentThis Client Intake Form (the “Form”) is used by [Business/Firm Name] to collect information for onboarding and service planning.
1.1 Client Type. ☐ Individual ☐ Company/Organization ☐ Other: [Type].
1.2 Client Name (Legal Name). [Full name or company legal name].
1.3 Preferred Name (Optional). [Preferred name].
1.4 Primary Contact (If Company). [Name and title].
1.5 Phone Number. [Phone].
1.6 Email Address. [Email].
1.7 Mailing Address. [Address].
1.8 Website (Optional). [URL].
1.9 Time Zone (Optional). [Time zone].
2.1 Preferred Contact Method. ☐ Email ☐ Phone ☐ Text ☐ Video call ☐ Other: [Method].
2.2 Best Times to Contact. [Days/times].
2.3 Communication Notes (Optional). [Language preferences, accessibility needs, etc.].
3.1 Type of Service Needed. [Describe].
3.2 Reason for Request / Background. [Short explanation].
3.3 Goals and Desired Outcome. [What success looks like].
3.4 Key Deliverables (If Known). [Documents, work product, scope].
3.5 Urgency Level. ☐ Low ☐ Medium ☐ High ☐ Urgent.
3.6 Important Dates/Deadlines. [Dates].
4.1 Brief Timeline. [When the work should start/end].
4.2 Budget Range (Optional). ☐ Under $[] ☐ $[]–$[] ☐ $[]+ ☐ Prefer not to say.
4.3 Decision Maker (If Different). [Name/title].
4.4 Other Stakeholders (Optional). [Names and roles].
4.5 Risks/Constraints (Optional). [Known issues, restrictions, compliance concerns].
5.1 Documents Attached/Provided.
☐ ID verification (if needed)
☐ Prior agreements/contracts
☐ Invoices/receipts
☐ Emails/communications
☐ Policies/terms
☐ Other: [List]
5.2 How Documents Were Provided. ☐ Email ☐ Portal ☐ In person ☐ Other: [Method].
5.3 Missing Documents (Optional). [List what is still needed].
6.1 Opposing Parties / Related Entities (If Any). [Names].
6.2 Related Matters (Optional). [Describe].
6.3 Potential Conflicts Notes. [Anything the provider should know].
7.1 Use of Information. The information in this Form will be used to evaluate and provide services and to communicate with the Client.
7.2 Consent. The Client consents to the collection, storage, and use of the information provided in this Form for the purposes stated above.
7.3 Marketing Consent (Optional).
☐ Client agrees to receive updates and marketing emails
☐ Client does not agree to receive marketing emails
7.4 Data Retention (Optional). Intake records will be retained for: [__] years, unless required otherwise by law or policy.
8.1 No Legal Advice / No Relationship (Optional). Submitting this Form does not, by itself, create a client relationship or guarantee services unless confirmed in writing by [Business/Firm Name].
8.2 Accuracy. Client confirms the information provided is accurate to the best of their knowledge.
By signing below, the undersigned acknowledge that the information provided is accurate and agree to the consent terms in this Form.
Client Name: [Name]
Date: [Date]
Signature: ___________________________
Representative (If Company): [Name]
Title/Role: [Title]
Date: [Date]
Signature: ___________________________
[Business/Firm Name] Representative (Optional): [Name]
Title/Role: [Title]
Date: [Date]
Signature: ___________________________
Each template already follows legal structure and best practices.
The agreement is automatically filled and adapted to your inputs.
Check the generated document, make edits if needed, and download a ready-to-use agreement.
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
Frequently asked
A client intake form is a document used to gather essential information about a new client before work begins. It helps you understand who the client is, what they need, timelines, and any special requirements, so you can provide services more efficiently and reduce misunderstandings.
Most intake forms include contact information, preferred communication method, a description of the client’s needs, goals and expectations, key dates, budget (optional), documents provided, and consent to store and use the information. If the intake is for legal services, it may also include conflict checks and disclaimers.
Use it before the first consultation or onboarding call, or as part of your scheduling/booking process. It’s especially useful for service providers, agencies, consultants, and firms that need consistent information across many clients.
Collect only what you need, store the form securely, limit access to staff with a business need, and explain how information will be used. If you collect sensitive data, consider adding extra security steps and a clear consent section.
Usually no. An intake form helps gather information and set expectations, but it typically does not create a full service agreement unless it includes clear contract language and both sides sign with intent to be bound. Many businesses use an intake form alongside a separate agreement or terms.
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