ChecklistGuro Law Firm Client Intake Survey Checklist
Ensure a smooth and compliant client onboarding process. Our Law Firm Client Intake Survey Checklist streamlines data collection, reduces errors, and boosts client satisfaction-all in one easy-to-use template.
This Template was installed 4 times.
Initial Contact & Scheduling
Tasks related to the client's first interaction and appointment booking.
Date of Initial Contact
Time of Initial Contact
Client's Full Name
Method of Initial Contact
Phone Number (if applicable)
Date of Scheduled Consultation
Time of Scheduled Consultation
Brief Description of Matter (initial inquiry)
Conflict of Interest Check
Ensuring no conflicts of interest exist before proceeding.
Confirm Conflict Check Performed?
Client’s Previous Counsel?
Name of Previous Counsel (if applicable):
Details of Potential Conflict (if any):
Number of Related Cases Checked:
Conflict Review Required?
Reviewing Attorney Name:
Client Information Gathering
Collecting essential details about the client and their matter.
Client's Full Name
Client's Email Address
Client's Phone Number
Client's Date of Birth (YYYY-MM-DD)
Client's Address (Street Address)
Client's City
Client's State
Client's Zip Code
Briefly Describe the Legal Matter
Fee Agreement & Retainer
Discussing and finalizing the fee arrangement and retainer agreement.
Hourly Rate
Retainer Fee Amount
Billing Frequency
Detailed Fee Description
Retainer Start Date
Client Signature
Attorney Signature
Engagement Documents Review
Ensuring the client understands and signs all necessary engagement documents.
Client Signature
Date of Signature
Client Acknowledgment of Fee Agreement
Client Comments/Questions (if any)
Conflicts Check Review
Attorney Signature
Case File Creation & Management
Setting up the case file and ensuring proper documentation.
Case File Number
File Creation Date
Initial Case Summary
Case Type
Initial Documents (e.g., intake form)
Primary Jurisdiction (Court Location)
Assigned Attorney
Deadline for Initial Review
Initial Consultation Notes
Documenting key details and observations from the initial consultation.
Client's Description of Issue
Estimated Hours for Initial Review
Date of Initial Consultation
Time of Initial Consultation
Client's Communication Preference
Attorney's Initial Assessment of Case
Potential Legal Claims Identified
Next Steps Discussed
Compliance & Regulatory Checks
Verifying compliance with relevant regulations and legal requirements.
Date of Client Identification Verification
Client Identification Method Used
ID Number (if applicable)
Anti-Money Laundering (AML) Screening Conducted?
AML Screening Date (if conducted)
AML Screening Results/Notes
Conflict of Interest Database Searched?
Conflict of Interest Database Search Notes
Frequently Asked Questions
Can I customize this template after installing it?
Absolutely. Once installed, you can add, remove, or reorder tasks, add custom fields, and adjust deadlines to fit your specific workflow.
Can I add images or photos to these checklist items?
Yes. Our platform allows you to attach photos, signatures, and notes to any checklist item for better verification and proof of completion.
Can I create a custom checklist from scratch instead of using a template?
Yes. You can use our "Create your own checklist" feature to build a unique workflow tailored exactly to your operational requirements.
Can I add dependencies between tasks?
Yes, you can set up conditional logic and dependencies to ensure your team follows the correct sequence of operations.
Can I assign specific checklist items to different team members?
Yes. You can assign individual tasks to specific employees, ensuring clear accountability across your entire team.
Can I use these checklists on mobile devices in the field?
Yes. Our platform is fully responsive, allowing your team to complete, update, and upload photos to checklists directly from any smartphone or tablet.
How do I notify my manager when a checklist is completed?
You can set up automated notifications (via email, push notification, or in-app alerts) to trigger whenever a checklist is finished or if an item fails inspection.
Can multiple people work on the same checklist simultaneously?
Yes, the platform supports real-time updates, allowing multiple users to contribute to a single live checklist.
Where is the data from completed checklists stored?
All completed checklists are stored securely in your Work OS dashboard, creating a permanent, searchable audit trail of your operations.
Can I generate reports based on my checklist results?
Yes. You can track completion rates, identify recurring issues, and monitor team performance through our integrated reporting and analytics tools.
How can I use these checklists for compliance or auditing purposes?
Because our checklists capture timestamps, photos, and digital signatures, they serve as a robust digital paper trail for regulatory compliance and internal audits.
Can I export my completed checklist data for use in other tools?
Yes. You can export your data in various formats (CSV, Excel, etc.) to integrate your operational insights with your other business software.
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