What is a Client Intake Form?

Introduction

What is an intake form? This is a question which you should know the answer to before you try to create an intake form. Every business has its own unique intake form and the purpose of the intake form is to gather information about each client so that their lawyer can provide them with the best possible legal service.

There are no Standard Questions on an intake form, but there are some categories that are commonly asked about. These categories include past and current physical, mental and emotional problems; a detailed list of every person involved in the case including witnesses, family members and other parties involved; all relevant dates such as when the accident or injury occurred, when symptoms appeared etc.; any personal details about the client such as their address, phone number etc; past and present income; hobbies, interests and other relevant information that could be used by the lawyer to help further build their relationship with their client or provide them better representation in court

What Do Client Intake Forms Do?

An intake form is a document that collects information about a client’s personal history, legal matter and general facts.

The purpose of an intake form is to help lawyers better understand their clients’ needs. It allows them to make more informed decisions regarding their cases and gives the lawyer an opportunity to determine if they have the right experience to handle your case. Knowing some information about the client also allows the lawyer to build up a better Client Relationship.

An intake form can collect any relevant information about you or your legal matter including:

• Biographical data (name, age, address)
• Contact information (email address)
• Personal history/experiences related to your case (if applicable)
• Details about what led up until now with regards to this particular legal problem(s)

Client Information Form

An intake form is a document that gathers information about a client, their condition and the treatment they need. It’s also known as an intake or client information form.

The purpose of an intake form is to collect essential information about the patient so that they can receive appropriate care in one place. This ensures that all staff members working with you have access to the same information, which makes it easier for them to communicate with each other about your case.

The Purpose of the Client Intake Form

The ultimate goal of the Client Intake form is to gather information about each client so that their lawyer can provide them with the best possible legal service.

A good intake form should be comprehensive, but also easy to understand. It should ask questions about your case and your personal situation, including details such as:

• What happened?
• Why do you think it’s illegal? (Or why do you think it’s not illegal?)
• How does this affect your life?

The answers will help determine whether or not there is a basis for filing a lawsuit against another party or organization. If there isn’t, then there’s no point in proceeding further with your case and if there is, then at least part of your legal fees can be spent on gathering evidence relevant to proving liability in court!

Client Intake Questions

There are no standard questions on an intake form, but there are some categories that are commonly asked about. These include:

• Past and present physical, mental and emotional problems – Questions related to their medical history (such as previous surgeries), medications taken regularly or any allergies they might have.
• Family members involved in the case – a detailed list of every person involved in the case including witnesses, family members and other parties involved (including spouses/partners/children)
• Hobbies and interests of your client – How do these hobbies affect their lives? How much time do they spend on each hobby?

Also ask about income sources for your client (e.g. Social Security benefits).

Conclusion

An intake form is a very important part of the legal process and can help ensure that your lawyer gets the information they need to provide you with the best representation possible. It’s also important to remember that these forms are not always standardized, so it’s important to check with your specific lawyer before filling one out if there are any questions on there that don’t make sense or seem irrelevant for your case.

FAQ

1. Where can I store the information that I have extracted from Intake forms?
RunSensible is a software that allows you to collect, sort, and store all the necessary information of your clients in a safe cloud-based environment.

2. What if a client is uncomfortable with answering a question on the form?
You have to understand their reasoning and try to explain why you need this information and how it’s for the better of them.

3. How can I make sure that RunSensible is good enough for my needs?
RunSensible has a Free Trial for available for everyone so they can be certain that RunSensible is the right software for them. It takes less than a minute to sign up and you can transfer all of your information to the full version in case you decide to purchase a subscription!