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Legal Client Intake Form — Plain-English Summary

Collect a prospective client's contact details, matter facts and conflict-check names.

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SimpleFullPlain-English Summary

Plain-English Summary: explains each section of the Full version. Sign it alongside the Full version, or use it on its own as a summary sheet.

This template is not legal advice; consult a licensed attorney in your state. Fee agreements, conflict waivers and engagement terms are governed by your state bar's Rules of Professional Conduct, which may require specific wording, written client consent or a signed contingency agreement.
E-Sign Auto is not a law firm and does not provide legal advice.

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1. Parties2. Details

Parties

Signing order: Prospective Client → Law Firm. Each signer is invited after the previous one signs.

1. Prospective Client
2. Law Firm

Signature, date and name fields are added for every signer automatically.

Details

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Signature, initials (every page) and date fields are placed for each party. You can review and adjust them before sending.

Live preview

What the sections mean (plain English)
NO ATTORNEY-CLIENT RELATIONSHIP YET
What lien and payment-bond rights are given up, and for which payment.

How to use this Legal Client Intake Form template

  1. Answer the guided questions. Your name and company fill in automatically from your profile.
  2. Pick the governing state and complete the [STATE-SPECIFIC] blanks. Switch optional clauses on or off.
  3. Check the live preview, then create the document. Signature, initial and date fields are placed for each party.
  4. Review the fields and send. Each party signs in order, and everyone gets the signed PDF.

Frequently asked questions

Is this Legal Client Intake Form template free?

Yes. You can fill it in, download it and send it for electronic signature with a free E-Sign Auto account.

Is an electronically signed Legal Client Intake Form legally binding?

In the U.S., the federal ESIGN Act and state UETA laws generally give e-signatures the same effect as handwritten ones. Check your state's rules.

Does this template work in my state?

It is a generic, state-neutral starting point. Pick your governing state and complete every blank marked [STATE-SPECIFIC]. This template is not legal advice; consult a licensed attorney in your state.

Who signs, and in what order?

Prospective Client, then Law Firm. Each signer gets a secure link in that order, with signature, initial and date fields already placed.