Legal Services Client Information Form

Form Template

At a law firm, new clients are required to provide basic information before they can receive legal services.

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Language: English
Country: United States of America

The Legal Services Client Information Form mobile app provides you with a client information form template, designed to help you streamline legal services to your client's specific needs.

Fill out the basic contact information, such as full name, address and phone number. Whether the new client is interested in legal representation, legal advice, document preparation services, lawyer referral services or simply to find out the costs of services, you can record these details in the client intake form, as well.

The more information you have about a client, the better you can forge an attorney-client relationship, as you can understand who they are and what they need.

Try the Legal Services Client Information Form mobile app at your law firm today to see just how easy it is to complete client information sheets. These can be completed from any desktop or mobile device, which means you can even have clients complete the fields on a tablet provided by the law firm, as they wait to be seen.

Upon submission, the app automatically saves the collected data to the GoCanvas Cloud. It's that easy to gather new client information and store it all in one central location.

Features
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

Don't take our word for it...

“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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