Sample Office Intake Forms

We have gathered these forms from several sources. We have also edited, written and combined several forms together ourselves.

Examining the various forms that lawyers used was instructive in that there was no "standard operating practice." Some forms were clearly designed for the lawyer or legal assistant to complete. Others were for the client to complete. Some lawyers used one form for all information. Others used one form for contact information and another form that differed depending on the specifics of the case.

No one practice appears to be superior. It is most important that the practice be followed and the forms completed. We have also included a separate conflicts checking form which may be used as a stand alone form or incorporated into a larger form.

These forms are in three formats: Microsoft Word, Corel WordPerfect and Adobe Acrobat. Clicking on the icon will generally open the form online. If this does not work or you would rather download the forms to your computer first before opening them, then right click on the icon, select "Save Target as...." and follow the instructions to direct where the file should be downloaded.

We wish to acknowledge the contributions and assistance of T. Walter Newmaster, Gary L. Parrish, Brian Hermanson, Jennifer Irish, Scott P. Sullivan, Jeff A. Lee, Deborah Reheard, Gary McKnight and some others who wished to remain anonymous.