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Legal

Legal Matter Intake

Conflict check, retainer agreement, document uploads, and client identification. Built for solo and small law firms.

4 steps17 fields1 e-signature4 file uploads1 payment
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What's in this template

Each step is a screen your client sees. They complete the entire onboarding from one link — no account required.

1

Client identification

Verify who you're representing before the first consultation.

  • Full legal name
  • Date of birth
  • Government IDFile upload
  • Address
  • Phone number
  • Email address
2

Matter details

Capture the essential facts so your attorney can prepare before the first meeting.

  • Matter type
  • Summary of situation
  • Opposing party information
  • Court jurisdiction
  • Important dates and deadlines
3

Document collection

Get relevant evidence and correspondence uploaded and organized from day one.

  • Relevant documentsFile upload
  • Prior correspondenceFile upload
  • Evidence or exhibitsFile upload
4

Retainer and agreements

Clear the conflict check, sign the retainer, and collect payment in one step.

  • Conflict check acknowledgment
  • Retainer agreementE-signature
  • Retainer paymentPayment

Fully customizable

Add, remove, or reorder any step. Change field types, add conditional logic, upload your logo, and match your brand colors. This template is a starting point — make it yours.

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Start with this template and send your first onboarding link in under 10 minutes.

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