Start with the workflow
Decide what your team needs to know, who handles the response, and what details are truly required.
Industry form page
Use this Client Intake Form page as a starting point for legal teams that need a clear online form, cleaner submissions, and faster follow-up.
Suggested fields
- Name and contact details
- Reason for request
- Eligibility, background, or intake questions
- Preferred follow-up method
- Additional notes
How to build this form in Maxforms
Add the right controls
Use fields, page breaks, uploads, signatures, payments, and conditional logic to keep the form useful.
Connect follow-up
Send submissions into sheets, payment workflows, notifications, webhooks, or team review queues.
Related pages
Frequently asked questions
Helpful answers for teams planning industry-specific form workflows in Maxforms.
What is a client intake form?
A client intake form helps legal teams collect the right details for client intake, case evaluations, consultation requests, document requests, and matter qualification workflows without relying on scattered email threads.
Can I customize this form in Maxforms?
Yes. You can edit fields, add conditional logic, include uploads or signatures, connect integrations, and publish a form that fits your workflow.
Where should I go next?
Review the Legal industry page, browse general templates, or talk to Maxforms about your workflow.
Create a Client Intake Form in Maxforms
Start with a template, customize the workflow, and connect submissions to the tools and people that need them.