⚖️ Law firms template
New client intake template
A new client intake checklist for law firms: the intake form, conflict check information, signed engagement letter, retainer and identification to collect before work on a matter begins.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "New matter intake"
- Usually repeats
- As needed
Ask the client for
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Completed intake form
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Names of other parties involved
Needed for the conflict check.
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Signed engagement letter
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Retainer payment
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Photo ID
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Documents related to the matter
Your steps
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Run conflict check and open the matter
How it works with Follow Up With
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1
Make it yours
Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.
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2
Start it for a client
Start a job for any client in one click. The list is ready; you just pick who it's for.
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3
The assistant does the asking
Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.
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