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> Client intake checklist
Client intake checklist
Personal Information
Full name
Date of birth
Gender
Address
Phone number
Email address
Emergency contact information
Background Information
Occupation
Current employer
Marital status
Number of dependents
Previous legal issues, if any
Any relevant medical conditions or disabilities
Legal Matter Details
Type of legal matter
Date of incident or issue
Case or file number, if applicable
Relevant dates and deadlines
Names of involved parties or individuals
Documents and Records
Identification documents (e.g., passport, driver's license)
Social security number or tax identification number
Employment records
Financial statements or bank records
Insurance policies, if applicable
Any relevant contracts or agreements
Financial Information
Annual income
Assets (e.g., properties, investments)
Liabilities (e.g., loans, debts)
Monthly expenses
Legal Representation
Any existing legal representation
Preferred method of communication
Availability for meetings or consultations
Expectations and desired outcomes
Consent and Agreements
Consent to representation and confidentiality
Fee agreements and payment arrangements
Engagement letter or contract signing
Additional Notes or Comments
Any additional information or concerns
Any specific questions or requests
Please note that the sections and items in this checklist may vary based on the specific requirements and nature of each legal practice.
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