Client Intake
/ˈklaɪənt ˈɪnteɪk/
Definitions
- (n.) The process by which a legal service provider gathers initial information from a prospective client to assess the case and establish representation.
The attorney emphasized thorough client intake to ensure all relevant facts were documented before proceeding.
Forms
- client intake
Related terms
See also
Commentary
Effective client intake procedures are crucial for avoiding conflicts of interest and establishing clear attorney-client relationships.
This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.