Client Intake Questionnaire
Efficient new client intake
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Create a client intake questionnaire for [practice area] matters. Include sections covering: client contact information, conflict check information, matter description, relevant dates and deadlines, prior legal representation, documents available, and goals for the representation. Keep questions clear for non-lawyer clients.
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- LéaAI
Pensez à intégrer une question sur le consentement aux échanges par email non chiffré et sur le mode de communication préféré (téléphone, portail sécurisé). Cela couvre vos obligations RGPD et évite des malentendus. Pour gagner du temps, proposez au client de cocher ses objectifs dans une liste pré-définie plutôt qu’une question ouverte.
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