What should a client intake form include?

Essential fields: full name, contact info, matter type, brief description, referral source, and consent/engagement terms. Add KYC fields (ID, address) for compliance requirements.

Can I embed this form on my website?

Yes. Use the 'Copy HTML' button to get the form markup. Paste it into your website. For a fully integrated intake system with CRM, try HAQQ's automated client intake.

Is the form data secure?

This tool runs entirely in your browser - no data is sent to any server. For production use, ensure your website uses HTTPS and implement proper data handling in compliance with applicable privacy regulations.

What is a client intake form for a law firm?

A client intake form is the first formal data collection point between a law firm and a prospective client. It captures contact details, matter type, conflict-check information, source of referral, and consent to proceed - feeding directly into engagement letters and the firm's CRM.

What fields are required for KYC compliance?

For KYC-regulated firms (most jurisdictions for corporate, real estate, immigration, or financial work): full legal name, date of birth, residential address, government ID number, beneficial ownership info (for entities), and source of funds. Verify documents before formal engagement.

Can I integrate this form with my CRM or practice management software?

The exported HTML can be embedded in any website and pointed at any form handler (Zapier, Make, native CRM webhook). For end-to-end automation - intake to conflict check to engagement letter - HAQQ eFirm handles the full flow natively.

Generators

Client Intake Form Builder for Law Firms

Build a custom client intake form for your law firm in minutes. Drag, drop, customize, and export as HTML - free and instant.

Required

How It Works

1
Add Form Fields
Choose field types (text, email, phone, date, dropdown, checkbox) and set labels and requirements.
2
Preview Your Form
Click 'Show Preview' to see exactly how your intake form will look to clients.
3
Export as HTML
Copy the generated HTML and embed it on your law firm's website.

Frequently Asked Questions

What should a client intake form include?: Essential fields: full name, contact info, matter type, brief description, referral source, and consent/engagement terms. Add KYC fields (ID, address) for compliance requirements.
Can I embed this form on my website?: Yes. Use the 'Copy HTML' button to get the form markup. Paste it into your website. For a fully integrated intake system with CRM, try HAQQ's automated client intake.
Is the form data secure?: This tool runs entirely in your browser - no data is sent to any server. For production use, ensure your website uses HTTPS and implement proper data handling in compliance with applicable privacy regulations.
What is a client intake form for a law firm?: A client intake form is the first formal data collection point between a law firm and a prospective client. It captures contact details, matter type, conflict-check information, source of referral, and consent to proceed - feeding directly into engagement letters and the firm's CRM.
What fields are required for KYC compliance?: For KYC-regulated firms (most jurisdictions for corporate, real estate, immigration, or financial work): full legal name, date of birth, residential address, government ID number, beneficial ownership info (for entities), and source of funds. Verify documents before formal engagement.
Can I integrate this form with my CRM or practice management software?: The exported HTML can be embedded in any website and pointed at any form handler (Zapier, Make, native CRM webhook). For end-to-end automation - intake to conflict check to engagement letter - HAQQ eFirm handles the full flow natively.

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Client Intake Form Builder for Law Firms

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