Legal Intake Form Template

Legal Intake Form Template for Australia

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Key Requirements PROMPT example:

"I need a Legal Intake Form Template for an Australian corporate law firm that integrates with our CRM system and includes specific sections for corporate client groups and their subsidiaries, with enhanced conflict checking capabilities."

Document background

The Legal Intake Form Template is designed to streamline the client onboarding process while ensuring compliance with Australian legal and regulatory requirements. This document is essential for law firms, corporate legal departments, and legal service providers operating in Australian jurisdictions. It facilitates the systematic collection of client information, matter details, and compliance requirements at the initial stage of engagement. The template incorporates provisions from key legislation including the Privacy Act 1988 (Cth), Anti-Money Laundering and Counter-Terrorism Financing Act 2006, and state-specific legal profession acts. It is structured to accommodate both individual and corporate clients, with modular sections that can be adapted based on the nature of legal services required.

Suggested Sections

1. Client Personal Information: Basic identification details including full name, date of birth, contact information, and preferred contact method

2. Identity Verification: Details of identification documents provided to comply with AML/CTF requirements

3. Matter Information: Description of the legal issue or services required, including urgency and key deadlines

4. Conflict Check Information: Names of other parties involved in the matter for conflict checking purposes

5. Financial Information: Payment details, billing preferences, and any third-party payer arrangements

6. Communication Preferences: Preferred contact methods, meeting preferences, and language requirements

7. Privacy Statement: Information about how personal data will be collected, used, and protected as per Privacy Act requirements

8. Client Acknowledgment: Declaration of accuracy and consent to terms of engagement

Optional Sections

1. Corporate Client Details: Additional fields for business clients including ACN/ABN, registered address, and authorized representatives

2. Multiple Party Details: Additional fields for matters involving multiple clients or parties

3. Interpreter Requirements: Section for requesting interpreter services and specifying language needs

4. Legal Aid Information: Details required for legal aid applications or community legal center services

5. Accessibility Requirements: Section for specifying any special needs or accessibility requirements

6. Referral Information: Details about how the client found the firm or who referred them

Suggested Schedules

1. Schedule A - Required Documents Checklist: List of documents the client needs to provide based on matter type

2. Schedule B - Fee Schedule: Standard fee information and payment terms

3. Schedule C - Privacy Policy: Detailed privacy policy and data handling procedures

4. Appendix 1 - Terms of Engagement: Standard terms of engagement that will apply to the legal services

5. Appendix 2 - Client Rights and Responsibilities: Document outlining the rights and responsibilities of clients

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Legal Services

Professional Services

Financial Services

Corporate Services

Government

Non-Profit

Healthcare

Real Estate

Technology

Manufacturing

Retail

Education

Relevant Teams

Legal Operations

Client Relations

Risk and Compliance

Administration

Practice Management

Front Desk

Document Management

Client Services

Legal Technology

Quality Assurance

Relevant Roles

Managing Partner

Legal Practice Manager

Client Intake Coordinator

Legal Secretary

Paralegal

Junior Lawyer

Senior Associate

Partner

Compliance Officer

Risk Manager

General Counsel

Legal Operations Manager

Client Relations Manager

Practice Group Leader

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Authors

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