New matter intake form 2026

1. Click ‘Get Form’ to open the new matter intake form in the editor.
2. 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.
3. 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.
4. Specify the matter type by selecting either 'Litigation' or 'Transactional / General Business'.
5. Choose the engagement letter type that applies to your case and indicate if a deposit is required along with the amount.
6. Complete any additional sections relevant to your case, such as lawsuit name, courthouse details, and important case information.
7. 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!