Client Intake Form
/ˈklaɪənt ˈɪnteɪk fɔːrm/
Definitions
- (n.) A standardized document used by legal professionals to collect preliminary information about a prospective client and their legal matter.
The attorney reviewed the client intake form before the initial consultation.
Forms
- client intake form
- client intake forms
Related terms
See also
Commentary
Effective client intake forms help streamline ethical compliance and ensure complete, accurate client data gathering at the outset of representation.
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.