Legal Consultation Request Form
Streamline your legal practice intake process with a professional consultation request form. Collect client information and case details efficiently to prepare for initial consultations.
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What is a Legal Consultation Request?
A legal consultation request form allows potential clients to provide background information about their legal needs before meeting with an attorney. This intake process saves time and ensures you're prepared for the consultation.
Our template captures essential information: client contact details, the type of legal issue, a description of the situation, preferred meeting format, and availability. This allows you to categorize inquiries and prioritize consultations.
By collecting information upfront, you can conduct more productive consultations, determine if you're the right attorney for the matter, and establish clear expectations about next steps.
Key Features
Client Information Collection
Capture name, email, and phone number for easy follow-up
Issue Categorization
Dropdown menu to classify legal issues (Contract, Employment, IP, Real Estate, etc.)
Issue Description
Allow clients to explain their legal situation in detail
Consultation Method Preference
Let clients choose phone, video, or in-person consultation
Availability Selection
Collect client availability for scheduling consultations
Automated Organization
Responses organized by issue type for efficient attorney assignment
Why Use This Template?
Faster Case Processing
Pre-consultation information prep allows attorneys to review cases before meetings
Better Scheduling
Know client preferences and availability upfront for more efficient calendaring
Improved Client Experience
Clients feel heard and prepared when their information is reviewed before consultation
Reduced No-Shows
Confirmed preferences and availability reduce missed appointments
What's Included in This Template
Client Full Name
textIdentifies the person seeking legal consultation
Email Address
emailPrimary contact method for consultation details and follow-up
Phone Number
telAlternative contact method for urgent matters
Type of Legal Issue
selectCategorizes the matter for attorney assignment and prioritization
Describe Your Legal Situation
textareaAllows clients to provide context and details for preparation
Preferred Consultation Method
selectRespects client convenience and location preferences
When are you available?
textareaHelps schedule initial consultation at mutually convenient time
Perfect For
Law Firm Intake
Collect initial client information for new matter intake
Solo Practice
Manage consultation requests as a solo attorney or small firm
Legal Department
Route internal consultation requests to appropriate legal counsel
Bar Association Services
Manage referral requests and consultation scheduling
Frequently Asked Questions
How should I follow up after receiving a consultation request?
Review the submitted information, determine fit and capacity, then contact the client within 24 hours to confirm the consultation time. Many firms send an automated acknowledgment immediately.
What legal issue categories should I include?
Common categories: Contract Law, Employment Law, Intellectual Property, Real Estate, Family Law, Criminal Law, Tax Law, and Litigation. Customize based on your practice areas.
Should I charge for initial consultations?
That's a business decision. Many attorneys offer free initial consultations to qualify matters. The form can include this information to set expectations.
How do I integrate this form with my scheduling system?
Export responses as CSV and import into your calendar/CRM, or use Pro webhooks to trigger automatic notifications to your scheduling system.
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