Client Intake — KMSC Law

1

Caller Identification

Identify who is calling and their relationship to the client

Who is calling? *

Calling for myself

The caller is the potential client

Calling on behalf of someone else

e.g. spouse, parent, or representative

2

Client Information

Details of the actual party requiring legal assistance

Confidentiality note: Enter the full legal name of the actual party who requires legal assistance — clearly distinguished from the caller's name above.

Client's Full Legal Name *

Cell Phone Number *

Email Address *

Mailing Address

Residential AddressSame as mailing address

3

Matter Details

Describe the nature of the legal matter

Brief Description of Matter *

Plain-language summary visible at the top of the intake record

Area of Law / Type of Matter *

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Names of Opposing Parties(optional)

Applicable primarily for litigation-based matters. Required for conflict-of-interest checks.

4

Referral Source

How did the client hear about the firm?

Referral Source *

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Client Intake Form

Caller Identification

Client Information

Matter Details

Referral Source