Legal Practice Client Intake Checklist
Streamline your law firm's client intake process — from initial consultation scheduling to conflict checks and engagement letters.
Legal Practice Client Intake Checklist This free checklist covers 18 items across 4 sections to help you complete every step without missing anything. Browse all scheduling checklists.
Your Checklist
18 items across 4 sections
1Initial Contact & Scheduling0/4
2Pre-Consultation Preparation0/5
3Consultation & Decision0/4
4Onboarding & Follow-Up0/5
Was this article helpful?
Tips for Success
Offer a free 15-minute initial consultation bookable online to increase lead conversion.
Automate conflict checks by including party names in the intake form and cross-referencing before the consultation.
Collect retainers digitally at the time of engagement to speed up onboarding and improve cash flow.
Follow up with leads who consulted but did not retain within 48 hours — many just need a nudge.
Frequently Asked Questions
Should initial consultations be free or paid?
It depends on your practice area. Personal injury typically offers free consults, while specialized practices often charge for their time.
How do I handle conflict checks before meeting?
Include opposing party names in your intake form and run the conflict check before the consultation is confirmed.
Can I collect retainers online?
Yes. Use payment integration to collect retainers at the time the engagement letter is signed, speeding up the entire process.
Related Checklists
Continue with these related checklists
Client Onboarding Checklist
Create a smooth onboarding experience that impresses new clients and sets the foundation for a long-term relationship.
Payment System Setup Checklist
Set up a complete payment system for your service business — from processor connection to deposits, invoicing, and refunds.
Booking Page Optimization Checklist
Optimize your booking page for higher conversion rates with better design, copy, trust signals, and fewer friction points.
Ready to Get Started?
Sign up free and start checking things off — your scheduling system will be live in minutes.
Start Free TodayFree forever plan available · No credit card required