Intake Forms

Intake forms are the foundational documents that capture initial case information from prospective clients. Effective intake forms collect biographical data (name, contact information, date of birth), accident details (date, location, description of what happened), injuries sustained and symptoms experienced, medical treatment received (emergency care, follow-up visits, upcoming appointments), insurance information (client's coverage, at-fault party's coverage), employment and wage information, and relevant medical history. The quality of intake forms directly impacts attorney efficiency and case outcome. Vague or incomplete intake leads to repeated client calls, missed deadlines, and attorney confusion. Modern intake software uses dynamic forms that adapt based on answers, validate information in real-time, and can pull data from multiple sources. Completed intake forms often feed directly into other documents (demands, pleadings, settlement statements) through automation, eliminating redundant data entry and reducing errors.