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Model Tool: New matter intake form

Why you need this form:

Before accepting a new matter from an existing client, you should obtain as much information about the new case as possible. This process, known as “case screening,” can help you avoid many potential problems.

How this form helps you:

The New Matter 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 bring to light any unreasonable expectations your 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 your client and review it carefully before determining whether or not to accept the new matter.

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