Get the free New Client Intake Form - Greenlee Psychological & Support ...

P a g e 1 of 2 New Client Intake Form Date: Client Name: Address: Email Address: Home Phone: Cell: Other Phone: M F DOB / / Age Responsible Party: Name of Spouse, Parent, or Guardian: Contact information

How to fill out new client intake form

How to fill out new client intake form:

1. Start by entering the client's basic information, such as their name, contact details, and any relevant identification numbers.
2. Provide a section to gather the client's personal details, including their address, date of birth, and social security number.
3. Include a space for the client to disclose any previous legal issues or pending lawsuits, as this information can be vital for assessing their needs and case requirements.
4. Set aside a section for the client to outline their specific goals or objectives in seeking legal services, ensuring that their expectations are clear from the start.
5. Incorporate a comprehensive questionnaire about the client's current financial situation, including their income, assets, and liabilities. This information may be relevant in determining eligibility for legal aid or establishing fee structures.
6. Include a space for the client to list any co-parties or individuals involved in their case, as well as their respective contact information. This will help the lawyer build an accurate representation of the client's circumstances.
7. Make sure to provide a section for the client to sign and date the form, indicating their agreement and consent to proceed with the legal services.
8. It is essential to maintain client confidentiality and data security, so ensure that the form includes a privacy policy or consent section to protect the client's information.
9. Once the form is complete, the client should submit it to the assigned legal representative within the firm for evaluation and further steps in the legal process.

Who needs a new client intake form:

1. Law firms and legal professionals require a new client intake form to collect essential information about clients at the beginning of the attorney-client relationship.
2. Legal organizations that offer pro bono services or legal aid may also use a new client intake form to determine eligibility for assistance.
3. Any business or service provider that requires detailed information from new clients, such as insurance agencies, healthcare facilities, or consulting firms, may use their version of a new client intake form to gather relevant data.

For pdfFiller’s FAQs

What is new client intake form?

The new client intake form is a document used to collect important information from new clients.

Who is required to file new client intake form?

Anyone who is a new client of a business or organization may be required to file a new client intake form.

How to fill out new client intake form?

New client intake forms can typically be filled out electronically or in person, following the instructions provided by the business or organization.

What is the purpose of new client intake form?

The purpose of the new client intake form is to gather necessary information about a new client in order to provide better service and meet their needs.

What information must be reported on new client intake form?

Information such as contact details, demographic information, and specific needs or requests may be reported on a new client intake form.

Can I sign the new client intake form electronically in Chrome?

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