Case Intake Form Template for England and Wales

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5

4.8 / 5

Let's create your Case Intake Form

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Case Intake Form

"Need a Case Intake Form for our boutique family law practice that includes specific sections for child custody matters and domestic violence screening, compliant with England and Wales regulations and optimized for digital completion by March 2025."

What is a Case Intake Form?

The Case Intake Form serves as a critical first step in the client onboarding process within the England and Wales legal system. It is designed to capture comprehensive information about the client and their legal matter while ensuring compliance with regulatory requirements. This document is essential for conducting initial assessments, conflict checks, and establishing the scope of legal services. The form typically includes sections for personal information, matter details, risk assessments, and various consents required under UK legislation. Law firms and legal practitioners use this document to standardize their intake process and maintain proper documentation for regulatory purposes.

What sections should be included in a Case Intake Form?

1. Client Personal Information: Basic contact details, identification, and personal information including full name, address, contact numbers, email, date of birth

2. Matter Details: Nature of legal issue, key dates, description of the problem, timeline of events, and relevant facts

3. Conflict Check Information: Details needed to conduct conflict of interest checks, including opposing parties and related entities

4. Fee Agreement: Financial arrangements, payment terms, funding options, and cost estimates

5. Client Consent: Data protection acknowledgments, service agreements, and authority to act

What sections are optional to include in a Case Intake Form?

1. Third Party Information: Details of other parties involved, used when case involves multiple parties or representatives

2. Medical Information: Relevant for personal injury or medical negligence cases, including medical history and treatment details

3. Witness Information: Used when witnesses are relevant to the case, including contact details and relationship to the matter

4. Interpreter Requirements: When client requires language assistance, including preferred language and dialect

What schedules should be included in a Case Intake Form?

1. Identity Verification Documents: Checklist and copies of ID and proof of address documents required for compliance

2. Supporting Documentation Checklist: Comprehensive list of required documents specific to the case type

3. Terms of Business: Standard terms and conditions of service, including client care information

4. Privacy Notice: Detailed data protection information and processing consent forms

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Automotive Retail
Vehicle Manufacturing
Automotive Distribution

Relevant Teams

Customer Service
Sales
Operations
Legal
Quality Assurance

Relevant Roles

Customer Service Manager
Sales Manager
Operations Director
Customer Relations Executive
Logistics Manager

Find the exact document you need

Medical Intake Form

A standardized template for collecting patient information in England and Wales, compliant with UK healthcare and data protection regulations.

��������Ƶ

How ��������Ƶ reduced drafting time by 75% for a legal firm

Let's create your Case Intake Form

What is a Case Intake Form?

What sections should be included in a Case Intake Form?

What sections are optional to include in a Case Intake Form?

What schedules should be included in a Case Intake Form?

Authors

Alex Denne

Find the exact document you need

Medical Intake Form

Massage Client Record Card

Health Coach Intake Form

Work Intake Form

Computer Repair Intake Form

Chiropractic Patient Intake Form

Physical Therapy Intake Form

Marketing Intake Form

Nutrition Intake Form

Therapy Intake Form

Spray Tan Intake Form

Real Estate Lead Intake Form

Real Estate Client Intake Form

Program Intake Form

Potential Client Intake Form

Phone Intake Form

New Client Intake Form Law Firm

New Client Intake Form

Marketing Client Intake Form

Intake Referral Form

Initial Intake Form

Client Intake Assessment Form

Client Assessment Form Counselling

Cavitation Intake Form

Business Client Intake Form

Aromatherapy Client Intake Form

Law Office Intake Form

Nonprofit Client Intake Form

Consignment Intake Form

Nonprofit Intake Form

Veterinary Intake Form

Financial Coaching Intake Form

Event Planning Intake Form

Virtual Assistant Intake Form

Massage Client Intake Form

Hypnotherapy Client Intake Form

Home Care Intake Form

Catering Intake Form

Case Intake Form

Referral Intake Form

Inventory Intake Form

Biopsychosocial Intake Form

Wellness Intake Form

Vehicle Intake Form

Real Estate Buyer Intake Form

Marriage Counseling Intake Form

Financial Intake Form

Consulting Intake Form

Case Management Intake Form

Order Intake Form

Bookkeeping Client Intake Form

Salon Client Intake Form

Creative Intake Form

Esthetician Client Intake Form

Client Intake Form

Lead Intake Form

Employment Intake Form

Vendor Intake Form

Intake Assessment Form

Clinical Intake Form

Procurement Intake Form

Patient Intake Form

�ұ�Ծ���’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Templates

Industries

��Ƶ

How ��Ƶ reduced drafting time by 75% for a legal firm

�ұ�Ծ��’s Security Promise