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How Do I Create an Intake Form?

Lawmatics

Format Compatibility: Ensure the data in Google Forms can be exported in a format that is compatible with your case management software or other systems. Case Management Software: Check if Google Forms integrates with your existing case management software or other tools you use for managing client information.

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Client Intake Form

Lawmatics

Here's a list of the information commonly gathered with a legal intake form: Contact Information Full name Address Phone number Email address Demographic Information Date of birth Gender Marital status Occupation Case Details Nature of the legal issue (e.g., Family law intake form. Business or corporate intake form. Collaborative.

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