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Legal Client General Intake Form

Legal Client General Intake Form

author
Bika.ai
date
1 min read

This folder holds general intake forms for new legal clients, capturing essential details about their case, contact information, and relevant documents required for initial legal consultation and assessment.

Legal Client General Intake Form
This folder holds general intake forms for new legal clients, capturing essential details about their case, contact information, and relevant documents required for initial legal consultation and assessment.

Overview

Overview

This is a sample general purpose client intake form for law firms. Publish an online form for people to fill out before you reach out for an initial consultation. Automatically store their responses in a structured, digital format. Track each potential client as you review their cases.

How the template works

This template contains a data table and a form. The data table has 3 table views and 1 board view. The table views include the following fields: submission time, username, review status, place of birth (city), gender, driver's license state, work phone, email, and more. Users can submit data through the form, and the table views will automatically update to display the information. Reviewers can filter and view different submitted records based on the "review status" field, while the board view helps visualize and manage the data, enhancing work efficiency and collaboration.

How to Use This Template

  • Customize and share the LawCo Intake Form on your website or email.
  • The data submitted by users will be displayed directly in the corresponding views.
  • Group the views by status.
  • Expand records to add comments to the current record.
  • Filter and hide fields as needed.
Legal Client General Intake Form
This folder holds general intake forms for new legal clients, capturing essential details about their case, contact information, and relevant documents required for initial legal consultation and assessment.
bika cta

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