Legal

Legal Matter Intake

Conflict check, retainer agreement, document uploads, and client identification. Built for solo and small law firms.

4 steps17 fields1 e-signature4 file uploads1 payment

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What's in this template

Each step is a screen your client sees. They complete the entire onboarding from one link — no account required.

Client identification

Verify who you're representing before the first consultation.

Full legal name
Date of birth
Government IDFile upload
Address
Phone number
Email address

Matter details

Capture the essential facts so your attorney can prepare before the first meeting.

Matter type
Summary of situation
Opposing party information
Court jurisdiction
Important dates and deadlines

Document collection

Get relevant evidence and correspondence uploaded and organized from day one.

Relevant documentsFile upload
Prior correspondenceFile upload
Evidence or exhibitsFile upload

Retainer and agreements

Clear the conflict check, sign the retainer, and collect payment in one step.

Conflict check acknowledgment
Retainer agreementE-signature
Retainer paymentPayment

Fully customizable

Add, remove, or reorder any step. Change field types, add conditional logic, upload your logo, and match your brand colors. This template is a starting point — make it yours.

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Ready to onboard your next client?

Start with this template and send your first onboarding link in under 10 minutes.

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