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CLIENT RELATIONS

Model Tool: New client intake form

Why you need this form:

Before accepting a client, you should obtain as much information about both the client and the subject matter as possible. This process, known as “client screening” can help you avoid many potential problems.

How this form helps you:

The New Client Intake Form will not only help you quickly identify whether or not the subject matter is within your area of expertise, but it may also help bring to light any unreasonable expectations your potential client has with respect to outcome and/or time required to complete the file.

How to use this form:

Have this form completed and signed by a potential new client and review it carefully before determining whether or not to accept the new client.

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