A strong intake form asks only for information the firm can use at that stage. Group questions in the order the person can answer them, explain why sensitive information is needed, and provide a recovery path when a person cannot finish. Clio supports sending forms, saving progress, due dates, and reminders. Woven Legal’s FAQ identifies client intake specialists as a role that conducts initial consultations and checks whether an issue fits the firm’s practice areas.
client intake form
A structured form that collects information from a prospective or current client.
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