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 person with a potential clients only to discover that their case is not what you want to handle?
If you had a website with a good Intake Legal form you could prequalify potentital clients and put that time to better us.
A good legal intake form
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:
Personal Information
- Full Name:
- Date of Birth:
- Address:
- Phone Number:
- Email Address:
Referral Information
- How did you hear about our law firm?
Legal Issue Information
- Type of Legal Issue:
– Criminal
– Family
– Personal Injury
– Employment
– Immigration
– Real Estate
– Other (Please specify)
Brief Description of Legal Issue:
- Date(s) of Incident(s):
- Location of Incident(s):
Parties Involved
- Names of Other Parties Involved:
- Relationship to Other Parties:
Legal History
13. Have you previously consulted or hired an attorney for this issue?
14. Are there any ongoing legal proceedings related to this issue?
15. Who was at fault?
You
Them
Both
16. Have any documents been filed or received in this case?
|6. Are there any deadlines or court dates you are aware of?
Financial Information
17. Employment Status:
18. Employer Name
19. Annual income
20. Do you have legal insurance?
Additional Information
21. Preferred Method of Communication:
– Phone
– In-person
22. Any Additional Information or Concerns?
These questions will help gather the necessary information to understand the client’s situation and provide appropriate legal assistance.