Legal Intake Form Template

Submissions stay inside your secured workspace with access limited to invited members. For privileged matters, avoid third-party integrations and retain records under firm policies.Workspace access controls protect submissions; avoid third-party integrations for privileged matters requiring strict confidentiality.

Party identities come first because conflict checks depend on them, followed by matter type, jurisdiction, and urgency so triage decisions happen quickly.Party identities enable conflict checks immediately, followed by matter type and jurisdiction for triage speed.

Signature fields capture acknowledgments with timestamps suitable for records. Comprehensive engagement letters should still attach as reviewed documents during the signing step.Signature fields capture timestamped acknowledgments; comprehensive engagement letters still attach as reviewed documents alongside.

Start from this ready-made template and customize it in the drag and drop builder, generate one from a short text description with the AI form builder, or assemble fields yourself on a blank canvas. All three routes produce the same editable structure, so you can add logic, calculations, and branding whenever you need them.

Yes. SharaForms does not charge per form or per response, so this template runs on the free plan with unlimited forms and unlimited submissions. Core features such as conditional logic, calculations, signatures, and all three presentation modes are included at no cost. Paid plans only add optional extras like branding removal and premium integrations.

Yes. Every layout adapts automatically to phones and tablets, with touch-friendly inputs and readable type sizes, so respondents can complete it from any device without installing an app. You can also preview the mobile experience inside the builder before publishing to confirm everything looks right on small screens.