The Legal client intake template helps you collect documents and information in a structured, secure workflow. A simple template to onboard any client for your law firm easily.
Who is this template for?
This template is designed for professionals in Legal, Customers, Compliance. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 5 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Basic information (Form) – Fields: First Name, Middle Name, Last Name, Country, Mobile number and more
- Documents (Document upload) – Fields: Valid ID card, Proof of address, Contract, Additional documents
- Case information (Form) – Fields: Additional details you would like to share?
- End (Information screen)
Documents collected
| Document | Description |
|---|---|
| Valid ID card | A valid ID Card or any other proof of identity. |
| Proof of address | Utility bill, credit card statement or any other official document with your name and address, that can prove your residency. |
| Contract | Please sign the representation agreement and upload it here. |
| Additional documents | Plase share any kind of document that can help us with your case, such as medical documents, financial information, probation or accusatory documents, etc. You can upload up to 15 documents here. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Legal client intake template?
It is a ready-to-use document collection template with 5 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Legal client intake template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Legal client intake” template, and start collecting documents today. Check our pricing for details.