Here's how it works
01. Edit your form online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send it via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out new matter intake form with our platform
- Click ‘Get Form’ to open the new matter intake form in the editor.
- Indicate whether you are a new or existing client by checking the appropriate box. If you are an existing client, you can skip the rest of this page.
- Fill in your client name and address details, including street address, suite, city, state, and zip code. If applicable, provide contact information for corporate clients.
- Specify the matter type by selecting either 'Litigation' or 'Transactional / General Business'.
- Choose the engagement letter type that applies to your case and indicate if a deposit is required along with the amount.
- Complete any additional sections relevant to your case, such as lawsuit name, courthouse details, and important case information.
- Review the PLDRC internal intake checklist at the end of the form to ensure all necessary steps have been completed.
Start filling out your new matter intake form today for free on our platform!
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We've got more versions of the new matter intake form form. Select the right new matter intake form version from the list and start editing it straight away!
| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2017 | 4.1 Satisfied (40 Votes) |
Got questions?
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What is another way to say intake form?
Client intake forms can also be called client questionnaires, consultation cards, or health history forms.
Who fills out the client intake form?
A client intake form is a document professional service providers use to gather essential information from their clients at the beginning of their relationship. But why is it necessary for every client to fill out a client intake form? Simply, it ensures you consistently capture all pertinent details.
Where can I create an intake form?
Create a client intake form using Google Forms. In Google Forms, click the plus sign. Click the Untitled form header box. Enter a name and description for the form.
What is the purpose of an intake form?
Key Components of an Intake Form Basic Information: Name, contact details, address. Purpose of Inquiry: What service or help is the person looking for? Background Details: Relevant history, preferences, or requirements. Consent Disclaimers: Legal agreements, privacy policies, or terms of service.
What is included in an intake form?
A client intake form can be physical or digital, and is designed to capture details about the clients needs, preferences, healthy history (if relevant), and any other information that can help you provide a personalized and effective service.
Security and compliance
At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.
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