When screening potential clients, you should have each client fill out an intake form prior to your initial consultation with them. This form provides you with basic client information and allows you to perform an initial conflict search. It may also help provide you with a sense of whether the client is a good fit for you and your practice. The following list sets out some of the information you may want to include on an intake form. The list is not exhaustive and should be adapted to suit your practice. Certain practice areas, such as insurance, trusts, and securities matters, may require you to gather some very specific information to complete effective screening and conflict searches.
It’s a good idea to clearly state on your intake form that completion of the form does not establish a solicitor-client relationship.