Legal Client Intake Form

Form Template

The Legal Client Intake Form mobile app helps lawyers begin the first step in any attorney-client relationship.

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Created by: Team GoCanvas
Type: Records
Language: English
Country: United States of America

When a law firm or lawyer takes on a new client for legal services, they need to gather some standard background information about the client and their situation first. This information is typically gathered during the initial consultation.

The intake process app can be used with any type of legal client intake process or legal matter. Use the form to track the client's name, address, phone number and details about their case. Once the lawyer intake form has been completed, it is automatically saved for your records.

Features
  • Signature Capture
  • Calculations
  • Conditional Fields
  • Submission Editing
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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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