Law Firm Intake Form

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Law Firm Intake Form

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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Law Firm Intake Form

Fully editable with custom branding. Send, print or embed online.

Law Firm Intake Form

Fully editable with custom branding. Send, print or embed online.

Bonsai has helped create 1,023,928 documents and counting.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

The client intake process is your chance to convert potential clients into paying ones, so you must make the most out of this opportunity to focus on valuable prospects. You'll want to steer clear of those who may only be seeking some advice without an actual intention to hire you, or who simply cannot afford your services. A great way to do this is by implementing a legal client intake form that can help you collect the relevant information to evaluate whether or not you should consider working with a potential client.

If you're not sure how to go about creating your own law firm intake form, we're here to help you out. We have listed the essential elements you must include in your questionnaire and how they will benefit both you and your future clients. So before you even book an initial consultation, make sure you tick all the boxes!

Note: Bonsai helps take your law firm to the next level. We have a wide variety of excellent law firm invoice templates, task management, time tracking tools to help you streamline your onboarding, accounting and billing process. Come on board, we've got your back.

What Should a Client Intake Form Include?

As you are aware, providing legal services involves gathering a lot of data when onboarding new clients. Your legal client intake form should allow you to easily follow up on prospective clients, find out if you're a good fit, and quickly sort information so you can identify red flags. Here are the elements you must not miss when creating your own client intake forms.

Basic Contact Details

For starters, you must ensure you have all the data necessary to address their legal issues and take prompt action in response. Begin with a set of questions to gather your client's full name and contact information such as phone number, physical address, email address, business name (if applicable) and any other information you find relevant. You can also ask them to provide their age/date of birth and social security number.

Client Profile

Next, you'll want to find out more about the client's life and especially, their current working situation and annual income. You're looking for paying clients, so you don't only want to make sure your prospect is qualified, but also they can actually afford your services. Although target earnings will differ amongst law firms, having this knowledge will speed up the screening process and make it easier to find the right customers.

Here are some questions you could include in your intake form.

- What company do you work for?

- What position do you currently have within the company?

- Please include the address of your workplace.

- Please provide the name of your organization/business (if applicable)

- Describe your line of business and size of the company.

- What is your yearly income?

Case Information

You want to get a better understanding of the services your client is interested in and investigate any potential conflicts of interest. To do so, you must gather any preliminary information regarding the legal issue they're currently facing or potential future legal requirements they may have. Gather information about their case or claim, such as the location, the reason it occurred, the parties involved, etc.

This can assist in highlighting the key points of their case.

- Please describe the type of legal assistance you need.

- What do you want legal counsel to help you accomplish?

- Do you presently have any more legal matters for which you are being defended by a different attorney or attorneys?

- What kind of accident was it?

- What wounds were there?

- When did the incident happen?

The type of questions you ask here will vary depending on the type of legal services you offer. For example, a divorce lawyer may include the following questions:

- What is the basis for your divorce petition?

- Are there any children you and your spouse have together?

- What is your living status at the moment?


It's also a great idea to include questions on your client intake form regarding the client's availability and preferred method of communication. This can be useful for you to do proper follow-up and be able to schedule future meetings or calls in case you can meet the client's legal needs.

Some example questions include:

- When would you prefer that we call? What days of the week?

- Do you have any availability for video calls at this time?

- Do you allow email communication with us?

- Are you open to text messages from us?

- What is your work schedule?

Additional Information

To end your client intake form, you can leave a section for your client to express any doubts or concerns, and share any details they may deem useful that your questions may not have uncovered. You can also ask if they were referred by someone and gather the details (name and phone number), which can also be useful in determining whether or not it will be good to represent potential new clients.

Step up Your Client Intake Process With Bonsai

An effective client onboarding process is critical to the success of your law firm. But you don't want to spend more time than you need to on so many daunting administrative tasks such as creating intake forms, proposals and contracts. Luckily, Bonsai's all-in-one product suite has everything you need to achieve a streamlined process and leave time for what really matters; your clients.

With Bonsai you can create perfect online client intake forms that you can send to all of your potential clients via email, URL link, or have it embedded to your website for added convenience. Our flexible forms allow you to include as many questions as you need, and choose your preferred answer format (multiple choice, text, single option, etc...).

Additionally, you can use our fully customizable templates to create business proposals and contracts. They have all been legally vetted and verified by thousands of independent professionals in your industry. Check out everything Bonsai has to offer with your 14-day free trial. We help you save tons of time so you can focus on your passion, not your paperwork.

Frequently Asked Questions
Questions about this template.

What is a client intake form law firm?

A legal client intake form will assist your company record crucial and necessary information about the case (sometimes before you meet). You can use the form to pre-screen potential customers to determine whether they'll be a good fit for your services. It gives you the key facts about their case. You can decide if you want to accept the case or not.

What happens during an intake meeting?

An intake meeting can be a consultation where you learn more about that facts of the case. Many attorneys offer free consultations, but ask the potential new clients to fill out an intake form prior so they would know whether or not to have the meeting in the first place.

What is an intake checklist?

An intake form gathers all the data an entity or person which requires to appropriately evaluate and direct a person or request through a workflow.