Intake Questionnaire
A structured form used to collect key information from a client at the start of a case or service.
What is Intake Questionnaire?
An Intake Questionnaire is a structured form used to collect essential information from a new client at the start of a case or service. It helps attorneys, law firms, or service teams understand the facts, issues, and goals before beginning formal work.
Why It Matters?
It ensures accurate case evaluation, reduces back-and-forth communication, and helps determine eligibility, risks, and next steps.
Example
A personal injury law firm uses an intake questionnaire to gather details about the accident, injuries, medical treatment, and insurance information before assigning the case to a paralegal or attorney.
Related Terms
Mediation
Litigation