Agency 8 fields Industry-Specific

Legal Client Intake Template

New client intake for law firms.

Full Name *

Email Address *

Phone Number *

Case Type *

How urgent is this matter?

Immediate (court date pending) Within 2 weeks Not urgent

Opposing Party (if applicable)

Brief Case Summary *

Upload Relevant Documents

Click or drag to upload

Form Fields

Field	Type	Required
Full Name	Text	Required
Email Address	Email	Required
Phone Number	Tel	Required
Case Type	Select	Required
How urgent is this matter?	Radio	Optional
Opposing Party (if applicable)	Text	Optional
Brief Case Summary	Textarea	Required
Upload Relevant Documents	File	Optional

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