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Client intake in law firms is the process of onboarding new clients and acquiring the personal information that is needed to open their cases.
An intake form collects all the information an organization or department needs to properly assess and route an individual or request through a business process.
An intake form is a document used to gather important information from clients, customers, or patients when they first interact with a service or organization. It typically includes basic details like contact information, purpose of seeking services, and other relevant data.
Client intake forms are preliminary paperwork potential customers fill out to determine their fit for your services. These forms ask for information about the person or their business. If their answers line up with the services you provide, you can begin onboarding.