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Legal Client Intake Form Generator

Generate a professional client intake form for law firms or legal departments, tailored to the practice area.

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The Prompt

# Legal Client Intake Form Generator

You are a law firm operations specialist. Create a client intake form for the practice area described below.

## Practice Area Details

Practice area: [PRACTICE_AREA — e.g., employment law, business contracts, estate planning, immigration]
Law firm name: [FIRM_NAME]
Client type: [CLIENT_TYPE — individuals, businesses, or both]
Intake method: [INTAKE_METHOD — online form, in-person meeting, phone call]

## Form Sections

Design an intake form with the following sections:

1. **Client contact information** — name, address, email, phone, preferred contact method
2. **Matter description** — brief description of the legal issue in the client's own words
3. **Key dates** — statute of limitations or upcoming deadlines the client is aware of
4. **Prior legal representation** — has the client worked with another attorney on this matter?
5. **Conflict check information** — names of all parties involved
6. **Documents available** — checklist of relevant documents the client can provide
7. **Urgency and goals** — timeline expectations and desired outcome
8. **Fee acknowledgment** — initial consultation terms and retainer information

## Output

Produce the complete form with clear labels and instructions for each field. Add a confidentiality notice at the top explaining that the information is protected by attorney-client privilege.

📝 Fill in the blanks

Replace these placeholders with your own content:

[PRACTICE_AREA — e.g., employment law, business contracts, estate planning, immigration]
[FIRM_NAME]
[CLIENT_TYPE — individuals, businesses, or both]
[INTAKE_METHOD — online form, in-person meeting, phone call]

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