Who the client is, what the matter is about and who is on the other side, so you can run a conflict check before the first call. The business's name only appears for a business, and the date only when there is a deadline. On Pro, an AI reply is written and ready for you to check before it goes.
Law firms and solicitors taking on new clients. The other party's name has a page of its own, so the conflict check never waits on a phone call.
The form gathers facts for your team; it gives no advice and makes no promises about the matter.
Every question in this template
The pages as a respondent meets them. Pick any question to open it in the live preview above.
- Page 1Questions5 questions
- Page 2The matter4 questions
- Page 3Conflict check3 questions
- ThenThank you, we have your details
We'll run a conflict check and contact you within two working days.
Conditional logic is already set up
Every answer, in one place
Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.
- Partial answers and drop-off by question, on every plan
- CSV, JSON and PDF on every plan, Excel on Pro
- Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
Maya OkaforLaw firm client intake · just nowNew- Your name
- Maya Okafor
- Your email
- maya@northstar.co
- Best number to reach you
- +44 20 7946 0321
- Are you contacting us for yourself or for a business?
- For myself
- The business's name
- Northstar
- What is it about?
- Family
and 6 more answers
Three steps, a couple of minutes
- Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
- Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
- formkit.app/you/law-firm-client-intake3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
What this form can also do
Questions about this template
Can I keep the form private?
Yes. Any form can have a password, so only the people you send it to can open it. Answers travel over HTTPS, and you can delete responses whenever you need to.
Does the AI reply give legal advice?
No. It is written to acknowledge the enquiry and explain the conflict check, and it is set to wait for a person to approve every reply. It is written and ready; it switches on with Pro.
Should clients send ID here?
The upload asks them not to yet. Collect identity documents through your usual checks once you have agreed to act.