Get the free legal client intake form template word

Name: Fillable Online legal client intake form template word Fax Email Print - pdfFiller
Brand: pdfFiller
Rating: 4.3 (36 reviews)

Get Form

Show details

Client intake form client signature date of initial visit personal information current health Reason for initial visitnamedate of birthright & weight address citystatehome phone cell phone work phone

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign legal client intake form

Edit your legal client intake form form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your legal client intake form form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing legal client intake form online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

To use the services of a skilled PDF editor, follow these steps below:

1

Set up an account. If you are a new user, click Start Free Trial and establish a profile.

2

Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.

3

Edit legal client intake form. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.

4

Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.

With pdfFiller, it's always easy to work with documents.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

Fill form : Try Risk Free

Rate the form

4.3

Satisfied

36 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Can I create an electronic signature for the legal client intake form in Chrome?

Yes, you can. With pdfFiller, you not only get a feature-rich PDF editor and fillable form builder but a powerful e-signature solution that you can add directly to your Chrome browser. Using our extension, you can create your legally-binding eSignature by typing, drawing, or capturing a photo of your signature using your webcam. Choose whichever method you prefer and eSign your legal client intake form in minutes.

How can I edit legal client intake form on a smartphone?

The pdfFiller mobile applications for iOS and Android are the easiest way to edit documents on the go. You may get them from the Apple Store and Google Play. More info about the applications here. Install and log in to edit legal client intake form.

Can I edit legal client intake form on an iOS device?

Yes, you can. With the pdfFiller mobile app, you can instantly edit, share, and sign legal client intake form on your iOS device. Get it at the Apple Store and install it in seconds. The application is free, but you will have to create an account to purchase a subscription or activate a free trial.

What is legal client intake form?

A legal client intake form is a document used by law firms to collect important information from new clients regarding their legal needs, background, and details relevant to their case.

Who is required to file legal client intake form?

Typically, any potential client seeking legal representation or services from a law firm is required to fill out a legal client intake form.

How to fill out legal client intake form?

To fill out a legal client intake form, provide accurate personal information, describe the legal issue, and include any relevant documents or evidence that may assist the attorney in understanding the case.

What is the purpose of legal client intake form?

The purpose of a legal client intake form is to gather essential information about a client's legal matter, assess the case's suitability for the firm, and establish a foundation for the attorney-client relationship.

What information must be reported on legal client intake form?

Information typically required includes the client's name, contact details, a brief description of the legal issue, relevant dates, and any pertinent background information or documentation.

Fill out your legal client intake form online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now