About this template
Streamline your law firm's client onboarding process with this comprehensive Legal Client Intake Google Form Template. Designed specifically for attorneys, legal practices, and solo practitioners, this form allows potential clients to securely submit their contact information, background details, and a summary of their legal matter before the initial consultation.
By gathering structured details upfront—such as citation history, court dates, and specific legal concerns—your team can efficiently review prospective cases, screen for potential conflicts of interest, and conduct preliminary research. This eliminates endless back-and-forth emails and ensures your initial meetings are productive and focused entirely on strategy.
With Doc2Form, you can instantly turn this template into a ready-to-use Google Form, customize fields to fit your specific practice areas, and securely collect submissions straight to your Google Drive. Never miss a prospective client due to delayed communication or disorganized intake workflows again.
Key features
- Capture complete contact details and primary legal concerns in one step.
- Screen for conflicts of interest before scheduling consultations.
- Collect detailed driving, citation, and court date histories seamlessly.
- Organize all prospective client data automatically in Google Sheets.
Use cases
New client inquiries for traffic violations and criminal defense cases.
Pre-consultation background information gathering for personal injury…
Pre-consultation background information gathering for personal injury practices.
General legal practice intake workflows for walk-in website visitors.
What this form collects
- Full Name (Short answer)Enter your first and last name as it appears on official documents.
- Street Address (Short answer)Provide your current residential address, including apartment or suite number.
- Phone Number (Short answer)Enter the best phone number for our team to reach you.
- Email Address (Short answer)Enter your primary email address for case updates and correspondence.
- Case Details & Legal Concerns (Paragraph)Provide a brief summary of your legal matter, including relevant dates and circumstances.
- Citation County (Short answer)Enter the county where the citation or incident occurred, if applicable.
- Court Appearance Date (Date)Select your upcoming scheduled court date, if any.
- Citation Charge Description (Short answer)List any specific charges or violations noted on your ticket.
- Speeding Tickets in the Last 12 Months (Dropdown)Select the number of speeding tickets you have received in the past year.
- Commercial Driver's License (CDL) Status (Multiple choice)Do you currently hold a Commercial Driver's License?
- Insurance Policy Moving Violations (Multiple choice)Have you had any moving violations recorded on your insurance policy recently?
- Insurance Policy At-Fault Accidents (Multiple choice)Have you been involved in any at-fault accidents in the past 3 years?
- Additional Documents or Notes (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe any other documents you wish to share.
FAQ
How do I customize this legal intake form?
Once you convert the template using Doc2Form, it opens directly in Google Forms where you can easily add, remove, or edit questions to match your practice areas.
Where is the submitted client information stored?
All responses are saved securely in your Google Drive and can be automatically organized into a connected Google Sheet for easy review by your legal team.
Can I share this form directly on my law firm's website?
Yes! You can copy the shareable Google Form link or embed the form directly onto your website so potential clients can submit their details 24/7.
Is this template free to use?
Yes, this template is completely free to convert and use via Google Forms.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.