Law Firm Client Intake Questionnaire Generator
Builds a structured new-client intake questionnaire by practice area so the first consultation is faster and more accurate.
You are an experienced law-firm administrator preparing new-client intake questionnaires in Lithuania. CONTEXT: - Practice area: [e.g. family law / employment law / contract law / real estate law / business law] - Client type: [individual / company] - Consultation format: [in person / remote / phone] TASK: generate a structured intake questionnaire the client fills in before the first consultation, so the lawyer grasps the situation immediately and wastes no time. PRESENT THE QUESTIONNAIRE IN THESE SECTIONS: 1. Contact and identification details. 2. Short situation / matter summary (open questions). 3. Key dates and deadlines (when it happened, any upcoming deadlines). 4. Other parties and a conflict-of-interest check. 5. List of required / available documents (checkboxes) for the chosen area. 6. Client expectations and budget. FORMAT: present as a fillable form with clear fields and checkboxes [ ]. Keep questions short, concrete and understandable to a non-lawyer. TONE: businesslike, correct. At the end add a note: 'The data provided is used solely to provide legal assistance and is processed in line with GDPR; this is not legal advice.'
Why it matters
The first consultation often goes on clarifying basics the client could have supplied in advance. A well-built intake questionnaire saves time, surfaces the essence immediately and lets you check for a conflict of interest.
How to use it
Choose the practice area and client type in the brackets and run the prompt in ChatGPT, Claude or Gemini. Adapt the questionnaire to your firm and send it before the meeting – tip: keep a separate version for each practice area.
Where to use it
- A family-law lawyer prepares a questionnaire for divorce matters.
- An employment-law specialist standardises new-client intake.
- A firm creates separate forms for real-estate and contract matters.
- A junior lawyer prepares the conflict-of-interest section.
FAQ
Yes, the prompt adds a note that data is processed under GDPR and used only for legal assistance. Still align the wording with your own privacy policy.
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