New client intake

Collect comprehensive details from potential clients to streamline the service intake process.

Hosted by Adaeze · 7 questions

Every question in this template

Adaeze asks each of these questions on video, in this order.

  1. 01

    What is your legal matter about?

    Multiple choice

    Adaeze says: “First, which area best describes the matter you need help with?”

    Family or divorce · Employment · Personal injury · Property or housing · Business or contracts · Something else

  2. 02

    Tell us what happened

    Video, voice or text answer

    Adaeze says: “In your own words, tell me what happened and the outcome you're hoping for.”

  3. 03

    Upload any related documents

    File upload

    Adaeze says: “If you have letters, contracts or photos, please share them here.”

  4. 04

    Is there a deadline or court date?

    Multiple choice

    Adaeze says: “Is there a court date or deadline coming up that we should know about?”

    Yes, within two weeks · Yes, within a few months · No deadline that I know of

  5. 05

    Confidentiality notice

    Consent

    Adaeze says: “Everything you share stays confidential, but this doesn't make us your lawyers just yet.”

  6. 06

    Your contact details

    Contact details

    Adaeze says: “Finally, how can one of our lawyers reach you privately?”

  7. 07

    When did the incident happen?

    Date

    Adaeze says: “I'm sorry this happened to you. When did the incident take place?”

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