New Matter Intake Form
The first-contact intake: parties, the dispute in plain words, deadlines, and documents.
6 questions · 1 page · about 6 minutes to answer · fully editable after you start
First consultations burn billable minutes on facts a form collects better. This intake captures the matter before the meeting: the situation in the client's own words, the other parties (for conflict checking), critical dates and limitation worries, what outcome the client actually wants, and a document upload for the paper trail so far.
The outcome-wanted question earns its place: clients often want an apology, a boundary, or certainty more than the remedy lawyers assume, and knowing it reshapes the advice.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Light theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
Tell us about your matter
Thank you for contacting us. This form tells us about you and your situation, so we can understand how to help before we speak. It takes about 6 minutes. If your matter is urgent, please contact us directly, as this form may not be read straight away. Please do not include card numbers or passwords.
Q1.Your details*
Q2.Describe the situation in your own words.*
Q3.Other people or companies involved (full names - we must check conflicts)*
Q4.Any deadlines, court dates, or time limits you know of?*
Q5.What outcome would you consider a success?*
Q6.Upload a key document (contract, letter, notice - max 5 MB)
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