This eight-question lawsuit intake questionnaire opens by collecting a prospective client's full legal name and contact details, establishing who the firm is speaking with before anything else. It then moves through the facts of the matter — the date, a detailed description of the incident, and any other parties involved — giving the reviewing attorney the who, what, when, and where needed for a preliminary assessment. The "Describe any damages, injuries, or losses you have sustained as a result of this incident." question and the "Have you previously taken any legal action or consulted with another attorney regarding this matter?" question round out the picture by flagging the stakes and any prior legal history that could affect the case. After submitting, respondents see a confirmation telling them their answers are under review and that the firm will be in touch shortly.
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Relies on the incident description and damages questions to gather enough case facts for an attorney to prioritise follow-up calls without a separate intake meeting.
Uses the name, phone number, and email question alongside the prior legal action question to route prospective clients to the right attorney and flag any conflict-of-interest checks before first contact.
Depends on the "Describe any damages, injuries, or losses you have sustained as a result of this incident." question to capture physical, financial, and other harms in the client's own words before the initial consultation.
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