GPT-4o
💼 Business
Basic
Legal Client Intake Form Generator
Generate a professional client intake form for law firms or legal departments, tailored to the practice area.
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]
How to use this prompt
1
Copy the prompt
Click "Copy Prompt" above to copy the full prompt text to your clipboard.
2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
Open your preferred AI assistant and paste the prompt to get started.