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Client Intake Checklist
Client Identification
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
Case Information Gathering
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
Assessment of Client Needs
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
Fee Agreement and Representation
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
Client Communication Preferences
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
Intake Documentation
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
