Client Identity
Full legal name, date of birth or entity EIN, government ID reference, and preferred contact details for reliable identification and service of process.
A consistent form reduces intake errors, preserves chain of custody, and establishes an auditable record for signatures and disclosures. Consistency lowers downstream review time, supports regulatory compliance, and improves case-processing accuracy across teams and systems.
Full legal name, date of birth or entity EIN, government ID reference, and preferred contact details for reliable identification and service of process.
Matter number, case type, jurisdiction, opposing parties, and internal intake tags used to route to practice groups and calendar critical deadlines.
Consumer, healthcare, or financial disclosures when applicable; include ESIGN consumer consent language where the form collects consent to electronic records.
List and description of exhibits, supporting documents, evidence, and any required identity documents attached or linked to the file.
Signature block, signer role, date/time, and a notary or witness section if jurisdiction or document type requires it.
System-captured metadata such as timestamps, IP addresses, authentication method, and version history for future verification and audits.
Roles vary by firm size and practice area; ensure the signer has authority and that the form reflects that role explicitly.
A senior attorney who approves matter acceptance, confirms conflict checks, and signs fee agreements or engagement letters. Their signature confirms firm-level authorization to represent the client and to commence actions in the specified jurisdiction; include title and contact details for verification.
An administrative user who collects client identity, supporting documents, and initial retainer details. They prepare the form for attorney review, ensure attachments are complete, and record intake timestamps in the case management system.
| Field | Configuration |
|---|---|
| Required Fields | Mark client name, DOB/EIN, and signature as required |
| Conditional Logic | Show insurance fields only when case type triggers them |
| Signer Order | Set intake → attorney review → client signing sequence |
| Authentication | Email code or SMS OTP for client signer |
Ensure the chosen provider supports required compliance standards (ESIGN/UETA, HIPAA where applicable) and integrates with your document systems.
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Optica uses a standardized intake form to collect client data and signatures quickly
Xerox integrated the form with NetSuite for matter tracking
Record as MM/DD/YYYY when the client signs or files the form
Determine the event that starts the statute clock for limitations
Calendar service of process window per jurisdictional rules
Note dates for initial disclosures and discovery deadlines
Align form completion with any required filing or court submission dates