Client Intake & Onboarding Templates
Professional legal document templates for solo practitioners and small law firms — ready to customize and use today.
Included Templates
New Client Intake Form Template
A comprehensive 3-page intake questionnaire covering contact info, matter type, opposing party, conflict check, and referral source.
View Template →Attorney-Client Retainer Agreement Template
Scope of representation, fee structure, billing terms, client obligations, and termination rights — the document that makes the relationship official.
View Template →Client Consultation Intake Questionnaire Template
A focused pre-consultation form — captures matter type, urgency, prior representation history, and client goals before the first appointment.
View Template →Conflict of Interest Check Log Template
Track all parties and relationships, document attorney review steps, and maintain an audit-ready record with a clear pass/flag/hold workflow.
View Template →Welcome Letter to New Client Template
A professional onboarding letter covering next steps, communication policy, and expectations — fully editable with your firm branding.
View Template →All 10 Templates — Only $9
Word (.docx) + Fillable PDF. Instant download. Use immediately.
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