Client Intake for Law Firm - New Matter Questionnaire & Conflict Check
formswrite.com/templates/client-intake-for-law-firm-v2-form
Client Intake for Law Firm - New Matter Questionnaire & Conflict Check
Collect client contact info, matter description, opposing parties, and supporting documents for intake and conflict-check routing.
Client Information
Full Legal Name *
Your answer
Preferred Name *
Your answer
Primary Phone
Mailing Address
How did you hear about us?
Matter Details
+ 10 more questions
About this template
Collect client contact info, matter description, opposing parties, and supporting documents for intake and conflict-check routing.
How does it work?
1
Click Use template. We'll drop a copy into your Formswrite workspace - no setup needed.
2
Tweak the questions, branding, and logic to fit your workflow. Add your logo, colors, and cover image.
3
Publish and share the link, embed it on your site, or drop it into a chatbot widget. Responses stream straight to your dashboard.