Plan a law firm contact or intake form
Enter the firm and the practice area. Get a checklist of the fields to ask, the notices to have the firm's lawyer write, and the set-up steps. General structure only, not legal advice. Free, no account.
Your intake form checklist
Example inputs, pre-filled so you can see how it works. Replace them with your own details.
A 23-item intake form checklist in 7 groups for Harbor Law Group. General structure only: the firm's lawyer decides what to ask and writes every notice.
Who is writing
- Full name
- Phone number, and the best time to call
- Email address
- How the person would like to be contacted
What it is about: not sure or general
- Which kind of matter it is, from a short list
- A short description of the matter in the person's own words
Other people involved
- The names of the other people or businesses involved, if the person is willing to say
- Pass these to Harbor Law Group's own conflict check before anyone replies with advice
Dates and urgency
- Any deadline or court date the person already knows about
- A note telling urgent callers to phone instead of waiting for a reply
- Decide who at Harbor Law Group reads new enquiries, and how often
How they found the firm
- A short list: search, referral, directory, other
- A free-text box for anything else
Notices and consent, written by the firm's lawyer
- A notice on the form that sending it does not make Harbor Law Group the person's lawyer: wording from the firm's lawyer
- A reminder not to put confidential or sensitive details in the form
- A privacy notice and a consent box worded by the firm's lawyer
- Check the rules in your state for what a law firm website may say
Setting up the form
- Keep it short: ask only what the firm needs to decide who to call back
- Make it work on a phone and with a keyboard
- Add spam protection that does not block real people
- Send a confirmation message that says when the person will hear back, only if the firm will keep to it
- Send each submission to a monitored inbox and test it end to end
- Store submissions only as long as the firm needs them
Copy everything
The checklist is a template filled with your words, with no AI. It is general structure, not legal advice: the firm's own lawyer decides what to collect and writes every notice and consent, and the rules for law firm websites differ by state. Add the checks your firm needs.
Planning a law firm form
- Ask little: enough to decide who calls back, not a full case history.
- Route urgent matters to the phone: say so on the form.
- Let the lawyer write the notices: you build the form, the firm decides the words.
- Test the inbox: a form nobody reads loses the lead.
Find the businesses to sell to
Law firms with an old or missing contact form are the ones that need this. Search 67Leads by trade and city, or start with businesses with no website and businesses with an owner email.
Get 67 leads free No card. Search free with contacts masked.
Website launch checklist generatorLocal SEO audit checklistLead response time cost calculatorScope of work template generatorLaw firms lead lists67Leads pricing
Questions
Name, a way to reply, a short description, who else is involved, any known deadline, and how they found the firm, with notices the firm's lawyer writes.
No. It is a general checklist for building a form. The firm's lawyer decides what to ask and what to say.
Keep it short and tell people not to include confidential details. The firm decides what it needs.
No. It fills templates with what you type and makes no network calls.
No. The result is written when the page is served and not saved.
More free tools
Local business counterNo-website business finderLead list previewCold email template generatorCold call objection handlerLocal SEO audit checklist generatorAgency client onboarding checklist generatorLocal citation list builderLocal keyword generatorNo-website pitch email generatorDiscovery call questions generatorGoogle Business Profile post generatorGatekeeper script generatorDoor-to-door sales script generatorAppointment setting script generatorSMS follow-up template generatorWebsite audit email generatorAgency profit margin calculatorLeads needed calculatorRetainer vs project pricing calculatorFacebook ad copy generator for local servicesLocal landing page outline generatorWebsite maintenance plan pricing calculatorReferral request script generatorCold email subject line generator for local businessesClient report template generatorGoogle Ads budget estimator for local tradesProposal follow-up email generatorWin-back email generator for lost clientsService pricing sheet generatorTrade website copy generatorAbout us page generator for local businessesTestimonial request message generatorCase study template generatorFreelancer and agency commission split calculatorClient churn rate calculator for agenciesTrade job price calculatorTrade estimate template generatorGrand opening press release generatorNextdoor post generator for local businessesYard sign and door hanger copy generatorCall tracking ROI calculatorMissed-call text-back message generatorLead response time cost calculatorAgency revenue goal plannerCold outreach volume plannerSales pipeline value calculatorAgency break-even calculatorClient price increase email generatorClient offboarding checklist generatorScope of work template generatorSales call follow-up email generatorCold email reply templates generatorWebsite launch checklist generatorClient kickoff meeting agenda generatorGoogle Business Profile Q&A generatorWebsite redesign ROI calculatorClient profitability calculatorAd management fee calculatorAgency utilization rate calculatorDental practice website pitch generatorMed spa offer post generatorAppointment no-show cost calculatorClinic website audit checklist generatorTrust signals section generatorMembership revenue calculatorAppointment reminder message generatorAll For web designers toolsAll tools