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Law Firm Client Intake Form

Law Firm Client Intake Form — a 3-page PDF form with 40 fill-in fields and a notary block.

  • 3 pages
  • 40 fill-in fields
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Not yet rated1 downloadsUpdated Aug 21, 2026
First-page preview of Law Firm Client Intake Form
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Information you will need

  • Do you want to include the Law Firm's logo?
  • What branch of the military?
  • How did you hear about our law firm?
  • ATTORNEY ONLY: What’s your name or the name of your law firm?
  • CLIENT ONLY: What’s your name or the name of your company?
  • What’s your date of birth?
  • What’s your SSN?
  • What’s your marital status?
  • What’s your street address?
  • In what city do you live?
  • In what state do you live?
  • What’s your ZIP code?
  • Do you have children?
  • Do you have children under 18?
  • What’s your phone number?
  • Can we leave voicemails?
  • What’s your email address?
  • What’s your fax number?
  • What’s your secondary phone number? (if applicable)
  • Have you ever been in the military?
  • What’s your service number?
  • How were you discharged?
  • What dates did you serve?
  • What’s your employer’s name?

…and 16 more fields in the PDF.

Completed by the client.

The form includes 1 signature line, a notary acknowledgment, a witness section.

PDF facts

Format
PDF
File size
906 KB
Pages
3
Version
1