{"id":43929,"date":"2024-08-12T17:10:04","date_gmt":"2024-08-12T23:10:04","guid":{"rendered":"https:\/\/jgmleonard.com\/?p=43929"},"modified":"2025-06-16T15:56:33","modified_gmt":"2025-06-16T21:56:33","slug":"what-questions-should-a-lawyer-ask-on-an-intake-form","status":"publish","type":"post","link":"https:\/\/jgmleonard.com\/lawyer\/what-questions-should-a-lawyer-ask-on-an-intake-form\/","title":{"rendered":"What questions should a lawyer ask on an intake form"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"43929\" class=\"elementor elementor-43929\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4db700a e-con-full e-flex e-con e-parent\" data-id=\"4db700a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f30e78e elementor-widget elementor-widget-heading\" data-id=\"f30e78e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What quetions should a lawyer intake form ask?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9a1b501 elementor-widget elementor-widget-text-editor\" data-id=\"9a1b501\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>According to the Florida Bar Association most lawers are only able to bill 33% of the time that they work. And the average lawyer bills at $297 per hour. How many times have you spent 30 minutes (or up to 1 hour!) on the phone or in person with a potential clients only to discover that their case is not what you want to handle?<\/p><p>If you had a website with a good Intake Legal form you could prequalify potentital clients and put that time to better us.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-e7394e5 elementor-section-stretched elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e7394e5\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c3c085d\" data-id=\"c3c085d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1c68021 elementor-widget elementor-widget-heading\" data-id=\"1c68021\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">A good legal intake form <\/h2>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-f667705 e-flex e-con-boxed e-con e-parent\" data-id=\"f667705\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-47bd83e e-con-full e-flex e-con e-child\" data-id=\"47bd83e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8714162 elementor-widget elementor-widget-text-editor\" data-id=\"8714162\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h5>Creating an effective legal intake form involves asking questions that gather essential information about the client and their legal issue. Here are some key questions to include:<\/h5><h3>\u00a0Personal Information<\/h3><ol><li>Full Name:<\/li><li>Date of Birth:<\/li><li>Address:<\/li><li>Phone Number:<\/li><li>Email Address:<\/li><\/ol><h3>\u00a0Referral Information<\/h3><ol start=\"6\"><li>How did you hear about our law firm?<\/li><\/ol><h3>\u00a0Legal Issue Information<\/h3><ol start=\"7\"><li>Type of Legal Issue:<\/li><\/ol><p>\u00a0\u00a0\u00a0&#8211; Criminal<\/p><p>\u00a0\u00a0\u00a0&#8211; Family<\/p><p>\u00a0\u00a0\u00a0&#8211; Personal Injury<\/p><p>\u00a0\u00a0\u00a0&#8211; Employment<\/p><p>\u00a0\u00a0\u00a0&#8211; Immigration<\/p><p>\u00a0\u00a0\u00a0&#8211; Real Estate<\/p><p>\u00a0\u00a0\u00a0&#8211; Other (Please specify)<\/p><h3>Brief Description of Legal Issue:<\/h3><ol start=\"8\"><li>Date(s) of Incident(s):<\/li><li>Location of Incident(s):<\/li><\/ol><p>\u00a0Parties Involved<\/p><ol start=\"11\"><li>Names of Other Parties Involved:<\/li><li>Relationship to Other Parties:<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f609da6 e-flex e-con-boxed e-con e-parent\" data-id=\"f609da6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-ef4b3e7 e-con-full e-flex e-con e-child\" data-id=\"ef4b3e7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3d4e5d8 elementor-widget elementor-widget-text-editor\" data-id=\"3d4e5d8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h3><span style=\"font-size: 16px;\">\u00a0Legal History<\/span><\/h3><p>13. Have you previously consulted or hired an attorney for this issue?<\/p><p>14. Are there any ongoing legal proceedings related to this issue?<\/p><p>15. Who was at fault?<\/p><p>You<\/p><p>Them<\/p><p>Both<\/p><p>16. Have any documents been filed or received in this case?<\/p><p>|6. Are there any deadlines or court dates you are aware of?<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-60cc2ef e-con-full e-flex e-con e-child\" data-id=\"60cc2ef\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0e66ee7 elementor-widget elementor-widget-text-editor\" data-id=\"0e66ee7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h3>Financial Information<\/h3><p>17. Employment Status:<\/p><p>18. Employer Name<\/p><p>19. Annual income<\/p><p>20. Do you have legal insurance?<\/p><h3><span style=\"font-size: 16px;\">\u00a0<\/span>Additional Information<\/h3><p>21. Preferred Method of Communication:<\/p><p>&#8211; Phone<\/p><p>&#8211; Email<\/p><p>&#8211; In-person<\/p><p>22. Any Additional Information or Concerns?<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-578bdfb e-flex e-con-boxed e-con e-parent\" data-id=\"578bdfb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-40496f0 elementor-widget elementor-widget-text-editor\" data-id=\"40496f0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-size: 16px;\">\u00a0T<\/span>hese questions will help gather the necessary information to understand the client&#8217;s situation and provide appropriate legal assistance.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>What quetions should a lawyer intake form ask? According to the Florida Bar Association most lawers are only able to bill 33% of the time that they work. And the average lawyer bills at $297 per hour. How many times have you spent 30 minutes (or up to 1 hour!) on the phone or in [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_canvas","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[342,347],"tags":[],"class_list":["post-43929","post","type-post","status-publish","format-standard","hentry","category-all-lawyer-articles","category-website-tips"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What questions should a lawyer ask on an intake form - Lawyer websites by Joseph Leonard<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/jgmleonard.com\/lawyer\/what-questions-should-a-lawyer-ask-on-an-intake-form\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What questions should a lawyer ask on an intake form - Lawyer websites by Joseph Leonard\" \/>\n<meta property=\"og:description\" content=\"What quetions should a lawyer intake form ask? 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According to the Florida Bar Association most lawers are only able to bill 33% of the time that they work. And the average lawyer bills at $297 per hour. 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