Law Office Client Intake Form

Legal Client Intake Form Template Word Fill Online, Printable

Law Office Client Intake Form. Please fill out the forms and bring them with you to your interview with the attorney. If you feel that you would like to collaborate your session with another provider, simply fill out the following form.

We are also required to provide you with notice of our privacy practices and legal. The client intake process is a critical part of running your law firm. This form type is used specifically when a potential client is receiving a service or product from a company or organization. To save time in our office you may print out the general intake form and all other forms that pertain to your case. The client intake form can also be used to collect information about a volunteer or contact person. Think of the intake process as a waiter showing the menu to a dinner guest. Traditionally, client intake involves having new law firm clients fill out a paper form, which a staff member then painstakingly types out. Web manage seamless client intake no matter where you or your prospects are located. If you’ve already set a consultation with us, please complete the client intake form prior to your visit. Web so what is client intake exactly?

Web why firms are moving to online client intake. We are required by state and federal law to protect the information we gather and use from our clients. The practice resource center of the florida bar. Move clients through the client intake process efficiently. We are also required to provide you with notice of our privacy practices and legal. In the digital age, there’s no need to struggle with printing, scanning, or photocopying client intake forms. The gordon law firm, llc 3741 ne troon drive suite 101 lee’s summit, mo 64064 © the gordon law firm, llc | legal disclaimer The information you collect in your intake form will be used to track and provide the best possible representation for your potential clients. This form type is used specifically when a potential client is receiving a service or product from a company or organization. The client intake process is a critical part of running your law firm. Web client intake forms.