Client intake form.
Seven fields, no more. Captures everything your reception and paralegals need to qualify and route a new enquiry in under two minutes.
A seven-field intake form — field names, types, options, and help text — ready to paste into Google Forms, Typeform, Microsoft Forms, or a web form.
Any small firm whose enquiries currently arrive in an info@ inbox, a phone log, or on sticky notes at reception. Especially the one person about to own the intake pipeline.
Lost enquiries. Unqualified enquiries routed to partners. The same five questions asked three times before anyone quotes.
- 01Your name*Short text
- 02Contact number*PhoneWe will only call during working hours
- 03Email*Email
- 04Matter type*DropdownConveyancing · Wills & Probate · Employment · Commercial · Family · Other
- 05Brief descriptionLong textOne short paragraph is fine
- 06Urgency*DropdownToday · This week · This month · No rush
- 07How did you hear about us?DropdownReferral · Website · Google · Previous client · Other
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The CSV download is a field-by-field definition. You don't import it directly — you use it as the reference when you rebuild the form in whatever tool your firm already uses.
Google Forms (fastest)
- New form → “New client enquiry”.
- Add each field as the type in column 2 of the CSV. For dropdown fields, paste the pipe-separated options as answer choices.
- Toggle required on the three fields marked Yes in column 3.
- Settings → Responses → Email notifications on. Forward to the intake inbox (not info@).
- Settings → connect responses to a Sheet so they auto-log into your enquiry tracker.
Typeform
Same fields, one per screen. Typeform feels friendlier on mobile and converts slightly better for consumer-facing firms. Paid tier if you want more than 10 responses a month.
Microsoft Forms
Fine if your firm is already on Microsoft 365. Pushes submissions straight to SharePoint and can trigger a Power Automate flow that pings your intake owner in Teams.
What to do with submissions
- Every submission logs into your enquiry tracker with status: new.
- The intake owner has 60 working minutes to qualify and route.
- Phone enquiries: receptionist opens the form on screen and fills it in while the caller speaks. Same routing, same tracker, same follow-up.
Notes from other operators.
Comments on what worked, what didn’t, and where this piece missed the mark. All comments are moderated before they appear — we’re looking for substance, not noise.
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We also run Techsperience (legal-tech support) and Clearmatter (matter management). Mostly we write. Learn more →