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 scheduling checklists.
Your Checklist
18 items across 4 sections
1Initial Contact & Scheduling4 items
- Online consultation booking page published
- Consultation types defined (free initial, paid, case-specific)
- Conflict check questionnaire linked to booking
- Automated confirmation with office directions or video link
2Pre-Consultation Preparation5 items
- Intake form sent to collect case basics
- Document upload enabled for relevant records
- Conflict check completed before consultation
- Attorney assigned based on practice area
- Case summary prepared from intake form responses
3Consultation & Decision4 items
- Consultation conducted with structured agenda
- Case viability assessed and communicated
- Fee structure and engagement terms explained
- Engagement letter prepared for viable cases
4Onboarding & Follow-Up5 items
- Engagement letter signed (digital signature)
- Retainer or initial payment collected
- Client added to case management system
- Welcome packet sent with next steps and contacts
- Follow-up scheduled for non-retained leads
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
Should initial consultations be free or paid?
It depends on your practice area. Personal injury typically offers free consults, while specialized practices often charge for their time.
How do I handle conflict checks before meeting?
Include opposing party names in your intake form and run the conflict check before the consultation is confirmed.
Can I collect retainers online?
Yes. Use payment integration to collect retainers at the time the engagement letter is signed, speeding up the entire process.
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