Client ID
Full legal name, contact details, government ID if required, and business entity information to verify identity and match records.
A consistent requests form speeds intake, reduces missing items, and preserves attorney-client communications in a single record that supports billing, discovery, and compliance obligations.
When used consistently, the form reduces back-and-forth and creates a clear record for billing and litigation hold.
The client or authorized agent signs to confirm the accuracy of provided information, consent to representation terms, and acceptance of any fee arrangement. Where a business is involved, use an authorized officer or registered agent, and attach proof of authority.
An attorney or firm representative signs to acknowledge receipt, confirm the scope of services, and record the date the representation and any engagement conditions begin.
Full legal name, contact details, government ID if required, and business entity information to verify identity and match records.
Short description of the legal issue, related parties, jurisdiction, desired outcome, and any critical dates or statutes of limitation.
Explicit list of required documents with checkboxes (contracts, invoices, correspondence, corporate records) and space to indicate attachments.
Signature blocks for the client and firm plus any third-party release or consent language needed for document collection or disclosure.
Fields for requested turnaround, filing deadlines, and internal response SLA so work is triaged accurately.
Designation of privilege, confidentiality level, and retention instructions to support hold obligations and discovery planning.
| Field | Configuration |
|---|---|
| Required Fields | Make client name, email, and signature mandatory to prevent incomplete submissions. |
| Conditional Questions | Show follow-up fields only when relevant to reduce clutter and user error. |
| File Types | Accept PDF, DOCX, JPG, PNG to support common source documents. |
| Notifications | Email intake team and assigned attorney on submission to start processing immediately. |
Confirm platform capabilities for audit trails, access controls, and any industry-specific compliance requirements before adoption.
Specify the number of days the client has to supply documents.
Intake should confirm completeness within 1–3 business days of receipt.
Assign counsel within 2 business days of a complete submission.
Record and flag external filing dates and statute of limitations immediately.
Outline steps for urgent or time-sensitive matters to expedite processing.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |