Law Firm Client Intake Form — Fillable PDF (Conflicts Check Built In)

Stop losing intake details to a generic contact form.

This is a 6-page, fully fillable PDF intake form built specifically for law firms — general enough to use across practice areas (family, personal injury, criminal, immigration, corporate, estate planning, real estate) with a practice-area dropdown, so you don't need a separate form for every department.

Unlike most free templates, this one is built around the single most important legal function of an intake form: **running a conflicts check before you take the matter.** There's a dedicated section for opposing parties, related entities, and prior counsel — plus a staff-only "conflicts cleared Y/N" field placed exactly where your team needs it.

What's inside:

• Prospective client information (contact, DOB, employer, preferred contact method)
• Matter / legal issue description, desired outcome, and a statute-of-limitations flag checkbox
• Conflicts information section for adverse parties, related entities, and prior attorneys consulted
• Fees & engagement language that keeps fee terms out of the intake form (where they belong)
• Consents & acknowledgements: confidentiality notice, plain-language "no attorney-client relationship yet" disclaimer, consent to contact, and a signature/date field
• Internal staff section: conflicts sign-off, attorney assignment, and follow-up status tracker

Who it's for: Solo practitioners and small-to-midsize firms who want a professional, compliant-in-spirit intake form without hiring a designer or drafting the disclaimer language themselves.

Format: Editable, fillable PDF (AcroForm fields) — open and fill directly in Adobe Acrobat, Preview, or any PDF reader that supports form fields. Editable source available on request.

Please note: This form includes general disclaimer and confidentiality language as a starting point. Solicitation rules, fee-disclosure requirements, and data-privacy obligations (state bar rules, CCPA/GDPR, HIPAA where applicable) vary by jurisdiction — have a licensed attorney in your state review the language before use. This product is a document template, not legal advice.