Law Firm Client Intake Checklist

The client intake process at [Your Company Name] is a crucial first step in establishing a successful attorney-client relationship. This checklist ensures that all necessary information is collected systematically and efficiently, enabling our team to provide the best possible legal advice and service from the outset.

Initial Contact

Checklist Item	Completed (Y/N)	Notes
Record the client's full name	Yes No
Obtain contact information (phone, email, address)	Yes No
Determine the urgency of the legal matter	Yes No
Schedule initial consultation	Yes No

Pre-Consultation Preparation

Checklist Item	Completed (Y/N)	Notes
Send confirmation email with appointment details	Yes No
Prepare client intake form specific to the case type	Yes No
Gather preliminary information on the legal matter	Yes No
Draft an initial list of consultation questions	Yes No

Initial Consultation

Checklist Item	Completed (Y/N)	Notes
Review and complete the intake form with the client	Yes No
Discuss legal options and strategies	Yes No
Check for any conflicts of interest	Yes No
Finalize the scope of representation	Yes No

Post-Consultation

Checklist Item	Completed (Y/N)	Notes
Send a follow-up email summarizing the consultation	Yes No
Obtain a signed retainer agreement (if applicable)	Yes No
Open a new client file and input it into the management system	Yes No
Schedule the next steps and important deadlines	Yes No

Notes:

Documentation: It's essential to document all interactions thoroughly in the client's file.
Privacy: Handle all personal information in accordance with privacy laws and firm confidentiality policies.
Communication: Maintain clear and consistent communication throughout the intake process to build trust and ensure client clarity on their legal matters.

This checklist provides a structured approach to new client intake at [Your Company Name], facilitating a thorough and professional client management process.

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