Client Intake Form
(OH)

Summary

This client intake template may be used with potential clients who come in for consultations about an Ohio state case. You may provide the potential client with this template to fill out before you conduct the consultation. This template includes practical guidance, drafting notes and an optional clause. The intake template should ask for all the key information about the contemplated matter, including a description of the matter, the proposed client's contact information, and any applicable deadlines. You should hold off on accepting representation until you have reviewed (and possibly investigated) the information in the completed template, including performing an in-depth conflict check. This will protect you from having to withdraw from representation. For a discussion on whether to file a lawsuit, see Client Evaluation Checklist (OH). For information on the Ohio court system, see Court System Overview (OH).