Form templates / Legal Services
Personal Injury Intake Form
A personal injury intake form has to establish two things quickly: what happened, and whether the limitation period is close. The second determines whether you can help at all.
For solicitors, attorneys, paralegals and small firms.
Limitation is the first thing to check
Personal injury claims have a hard time limit, and enquiries routinely arrive with months left rather than years. An intake form that buries the incident date behind twelve questions about symptoms wastes the time that matters.
So the incident date is near the top and required. The template then asks about treatment, time off work and whether anything was reported - the three things that decide whether there's evidence to build a claim on, and all three degrade the longer you leave them.
What a good intake form saves you
The first message from a new client almost never contains what you need. You reply asking one question; they answer a different one; a week later you still can't start. Every round trip is a day, and the clients who go quiet are usually the ones who got tired of answering.
One form ends that. Ask everything once, get a complete picture, and start the same day. The questions in this template are the ones you end up asking anyway - the form just gets them asked up front.
Conflict checks and the facts, before the first meeting
The initial consultation is expensive time. Names of other parties, dates, what has already happened - collected in advance, they let you run a conflict check and arrive knowing the matter.
A written intake is also a cleaner file note: what the client said at the outset, dated, unedited, in their own words.
Fast enough that people finish it
Abandonment is mostly a speed problem. A form that takes a second to appear and submits in one request gets finished; one that loads a framework first does not. This is a single self-contained page - no scripts to download, nothing to wait for.
One minute to make it your own
Every label, option and placeholder on this template is editable, and you can add whatever this template doesn't ask. Save to publish, share the link, and export the responses whenever you need them in a spreadsheet.
What this template asks
- Your full name
- Date of birth
- Email address
- Phone number
- Address
- When did it happen?
- What kind of incident?
- Where did it happen?
- What happened?
- Who do you think was responsible, and why?
- Was it reported at the time?
- Any reference or crime number
- Were there witnesses?
- What injuries did you suffer?
- Where were you treated?
- Are you still affected?
- Did you have time off work?
- Any costs or losses so far?
- Have you made an injury claim before?
- Do you have legal expenses insurance?
- Have you spoken to other solicitors about this?
- I understand there are strict time limits for making a claim
More Legal Services forms
Questions
Should we ask for medical records at intake?
No - ask where they were treated and when. Records are obtained with authority once you're instructed; asking for them on a form doesn't work and creates data you shouldn't hold yet.
How do we explain funding options?
Ask whether they've heard of conditional fee arrangements and whether they have legal expenses insurance - often bundled with home or motor cover and almost always forgotten. This template asks both.
Can I add or remove questions?
Yes - every question here is a starting point. Add your own, delete what doesn't apply, reorder by dragging, and make anything required or optional. Saving publishes the change immediately.
Where do the answers go?
Into your dashboard, where you can read, filter and export them as a spreadsheet. You can also have every response emailed to you the moment it arrives, or as a daily or weekly digest.
Do I need a website?
No. Every form gets its own link you can paste into an email signature, a text message, a QR code or a social profile. If you do have a site, you can link to it from anywhere on it.
Is a web form confidential enough for a legal enquiry?
Pages are served over encrypted connections and responses stay in your account. Even so, say plainly on the form that submitting it does not create a lawyer-client relationship, and ask people not to send privileged detail until you've engaged.
Publish your personal injury intake form today
Start from this template and change anything you like. Free to begin.