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LawyersTemplate

Client Intake Summary Template for Lawyers

A one-page structure to capture a new matter at intake so nothing important is lost between the first call and the first draft.

Updated 2026-05-14

The template

Template
MATTER INTAKE SUMMARY

Client: [name, contact]
Matter type: [civil / criminal / property / family / commercial]
Opposite party: [name, relationship]

Facts (chronological):
- [date] — [event]
- [date] — [event]

Documents received: [list]
Documents pending: [list]
Relief sought: [what the client wants]
Limitation / urgency: [any deadline — verify]
Conflicts check: [done / pending]
Fee arrangement: [agreed terms]
Next step & owner: [action — who — by when]

How to use it

  1. 1Fill it during or right after the first client call.
  2. 2Flag limitation and conflicts immediately.
  3. 3Assign the next step to a person with a date.

India-specific notes

  • Run a conflicts check before accepting the matter.
  • Note limitation at intake — it's the most common avoidable miss.

Common mistakes to avoid

✕Skipping the conflicts check
✕Vague 'next steps' with no owner

Frequently asked

One template for all matter types?+

Yes — the fields are general enough; add matter-specific rows as needed.

Please verify before acting

This output is a drafting aid, not legal, tax, financial or insurance advice. Sections, rates and deadlines must be verified against the actual document and current rules. Have a qualified professional review anything you file or send.