Workflow Templates: Client Intake Checklist

Obtain the client's full name, date of birth, and contact information

Verify the client's identity with a government-issued ID

Perform a conflict of interest check to ensure representation is permissible

Ask the client to describe the legal issue in detail

Collect relevant documents from the client, such as contracts, correspondence, or notices

Determine the urgency of the client's legal needs and potential deadlines

Evaluate the client's goals and expectations for the legal service

Assess the financial capacity of the client to determine the appropriate fee structure

Discuss any potential legal risks or challenges associated with the client's case

Explain the law firm's fee structure, including hourly rates, flat fees, or contingency fees

Provide the client with a written fee agreement to review and sign

Outline the scope of representation and any limitations in the legal services to be provided

Inquire about the client's preferred method of communication (email, phone, etc.)

Establish the frequency of updates and ongoing communication expectations

Inform the client of the law firm's policies on communication and response times

Complete a new client intake form with all collected information

Create a client file in the firm's case management system

Ensure all intake documents are securely stored and confidentiality is maintained

Client Intake Checklist