Legal Practice Client Intake Checklist
Streamline your law firm's client intake process, from initial consultation scheduling to conflict checks and engagement letters.
Legal Practice Client Intake Checklist This free checklist covers 18 items across 4 sections to help you complete every step without missing anything. Browse all checklists.
Your Checklist
18 items across 4 sections
1Initial Contact & Scheduling0/4
2Pre-Consultation Preparation0/5
3Consultation & Decision0/4
4Onboarding & Follow-Up0/5
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Tips for Success
Offer a free 15-minute initial consultation bookable online to increase lead conversion.
Automate conflict checks by including party names in the intake form and cross-referencing before the consultation.
Collect retainers digitally at the time of engagement to speed up onboarding and improve cash flow.
Follow up with leads who consulted but did not retain within 48 hours, many just need a nudge.
Frequently Asked Questions
Checklists
Continue with these related checklists
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When this isn't for you
This is not for you if you've already implemented the workflow. The walkthrough is for first-time setup. Skip if your team already has a working process.