# Legal Client Intake Template

> Legal Client Intake template for WordPress with 8 fields. One-click install with FormForge Pro plugin. New client intake for law firms.

- Canonical: <https://royalplugins.com/formforge/templates/legal-client-intake/>
- Last updated: 2026-03-15
- HTML version: <https://royalplugins.com/formforge/templates/legal-client-intake/>

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Agency
8 fields
Industry-Specific

New client intake for law firms.

Full Name \*

Email Address \*

Phone Number \*

Case Type \*Select...Family LawCriminal DefenseCorporate / BusinessImmigrationPersonal InjuryOther

How urgent is this matter?

Immediate (court date pending) Within 2 weeks Not urgent

Opposing Party (if applicable)

Brief Case Summary \*

Upload Relevant Documents

Click or drag to upload

## Form Fields

| Field | Type | Required |
| --- | --- | --- |
| Full Name | Text | Required |
| Email Address | Email | Required |
| Phone Number | Tel | Required |
| Case Type | Select | Required |
| How urgent is this matter? | Radio | Optional |
| Opposing Party (if applicable) | Text | Optional |
| Brief Case Summary | Textarea | Required |
| Upload Relevant Documents | File | Optional |

## What’s Included with Agency

Everything in Business, plus:

Industry-Specific Templates

White-Label Branding

Priority Support

Unlimited Sites

Client Management Tools

Custom Integrations

1 Year Updates & Support

## Related Templates

Full Name \*

Age \*

Height

Weight

Fitness Goals

Weight Loss Muscle Gain Endurance Flexibility General Health

Current Activity Level

Sedentary (little exercise) Light (1-2 days/week) Moderate (3-4 days/week) Very Active (5+ days/week)

Current Injuries / Limitations

Describe Your Typical Diet

Average Sleep Per Night Select...Under 5 hours5-6 hours7-8 hoursOver 8 hours

Agency
9 fields

### Health & Fitness Assessment

Initial fitness assessment questionnaire.

[View Template](https://royalplugins.com/formforge/templates/health-assessment/)

Patient Name \*

Date of Birth \*

Insurance Company \*

Policy Number \*

Group Number

Primary Subscriber Name

Relationship to Subscriber Select...SelfSpouseChildOther

Upload Insurance Card (front & back)

Click or drag to upload

Agency
8 fields

### Insurance Verification

Verify patient insurance before visit.

[View Template](https://royalplugins.com/formforge/templates/insurance-verification/)

Full Name \*

Email Address \*

Phone Number \*

Practice Area \*Select...Family LawCriminal DefenseBusiness LawEstate PlanningImmigration

Preferred Date \*

Preferred Time Select...Morning (9amâ€“12pm)Afternoon (12pmâ€“3pm)Late Afternoon (3pmâ€“5pm)

Brief Description of Your Legal Matter

Agency
7 fields

### Legal Consultation Booking

Schedule a legal consultation appointment.

[View Template](https://royalplugins.com/formforge/templates/legal-consultation/)

## Use This Template

Get FormForge Agency and start building with the Legal Client Intake template today.

[Get FormForge Agency](https://my.royalplugins.com/checkout/?add-to-cart=248)
