Legal Services Survey Templates

Client Billing & Communication Preferences

Set expectations at engagement: update cadence, channels, and billing transparency.

5 questions

Client Referral Source Survey

Where clients really come from – and which referrers deserve the thank-you lunch.

5 questions

Family Law Intake Form

A careful intake for sensitive matters: situation, children, urgency, and safety.

7 questions

Legal Client Experience Survey

Communication, billing transparency, and outcomes handling from the client's seat.

4 questions

Legal Consultation Feedback

After the first meeting: understood options, clear costs, and confidence to proceed.

4 questions

Legal Help Eligibility Screener

Route enquiries fairly: matter type, means band, urgency, and prior advice.

5 questions

Legal Seminar & Webinar Feedback

BD events measured: content value, pitch balance, and the follow-up invitation.

4 questions

Legal Support Team Survey

The internal machine: workload, delegation quality, systems, and respect.

4 questions

Matter Conclusion Client Survey

When the case closes: outcome communication, value verdict, and future instruction.

4 questions

Matter Document Collection Form

Chase documents once, not thrice: what exists, what is attached, what is missing.

5 questions

Mediation Session Feedback

Both parties on the process: neutrality, being heard, and movement made.

4 questions

New Matter Intake Form

The first-contact intake: parties, the dispute in plain words, deadlines, and documents.

6 questions

Will & Estate Planning Questionnaire

The sensitive fact-find: family, assets in bands, wishes, and the complexities that matter.

6 questions