Free Law Firm Client Intake Checklist

Streamline your client onboarding with Template.net's Law Firm Client Intake Checklist Template. Designed to ensure no detail is overlooked, this template is fully customizable and editable via our Ai Editor Tool. Facilitate a thorough and efficient intake process, enhancing client satisfaction from the first interaction. An essential tool for law firms, exclusively available at Template.net.

Checklist Item	Completed (Y/N)	Notes
Record the client's full name	Yes No
Obtain contact information (phone, email, address)	Yes No
Determine the urgency of the legal matter	Yes No
Schedule initial consultation	Yes No

Checklist Item	Completed (Y/N)	Notes
Send confirmation email with appointment details	Yes No
Prepare client intake form specific to the case type	Yes No
Gather preliminary information on the legal matter	Yes No
Draft an initial list of consultation questions	Yes No

Checklist Item	Completed (Y/N)	Notes
Review and complete the intake form with the client	Yes No
Discuss legal options and strategies	Yes No
Check for any conflicts of interest	Yes No
Finalize the scope of representation	Yes No

Checklist Item	Completed (Y/N)	Notes
Send a follow-up email summarizing the consultation	Yes No
Obtain a signed retainer agreement (if applicable)	Yes No
Open a new client file and input it into the management system	Yes No
Schedule the next steps and important deadlines	Yes No

Free Law Firm Client Intake Checklist

Initial Contact

Pre-Consultation Preparation

Initial Consultation

Post-Consultation

Notes:

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