Client intake form 2026

1. Click ‘Get Form’ to open the client intake form in the editor.
2. Begin by indicating whether you are a new or prior client by checking the appropriate box.
3. Fill in your name and Social Security number, followed by your spouse's details if applicable.
4. Provide your address and home telephone number to ensure accurate contact information.
5. Enter your employer's name and work telephone number, along with your spouse’s employment details.
6. List an emergency contact, their relationship to you, and their telephone number for urgent situations.
7. Complete the case-related sections including the name of the case, area of law, and attorney details.
8. Initial next to 'Conflict Check' and 'Engagement Letter' once those steps are completed.
9. Fill out any relevant deadlines, court information, and opposing counsel details as required.

Start filling out your client intake form online for free today!