Client Intake Form: Walk-In
(Plaintiff)

Summary

This template is a Client Intake Form: Walk-In (Plaintiff) that is meant for use with potential clients who come in for walk-in consultations. It contains practical guidance and drafting notes. This template is based on federal law and does not address all potential state law distinctions; thus, you should check any relevant state and local laws. The firm’s receptionist may provide the potential client with this template to fill out and then submit it to the attorney or intake person who will conduct the consultation. For related non-jurisdictional templates, see Client Intake Form: Telephone (Plaintiff), Client Intake Form (Federal), Client Evaluation Checklist (Plaintiff) (Federal), Conflicts Check Checklist (Federal), Attorney Engagement Letter and Fee Agreement (Federal), Statement of Client’s Rights and Responsibilities, and Attorney Non-engagement Letter (Federal). For information on client intake and interviewing, see How to Manage Your Law Office § 16.06.