Law Office Intake Form Template for England and Wales

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Law Office Intake Form

Need a Law Office Intake Form for our new private client practice that includes enhanced AML checks and capacity assessment sections, compliant with 2025 SRA guidelines and suitable for high-net-worth individuals.

Document background

The Law Office Intake Form serves as a crucial first step in establishing a solicitor-client relationship within the jurisdiction of England and Wales. This document is essential for gathering comprehensive client information, conducting conflict checks, and ensuring compliance with regulatory requirements including the SRA Code of Conduct, Money Laundering Regulations, and data protection laws. Law firms use this form to standardize their client onboarding process, maintain consistent records, and demonstrate due diligence in client acceptance procedures.

Suggested Sections

1. Personal Information: Basic client details including name, contact information, and date of birth

2. Matter Details: Nature of legal issue and relevant background information

3. Identity Verification: Documentation requirements for AML compliance

4. Financial Information: Details for conflict checking and billing purposes

5. Privacy Notice: GDPR-compliant information about data processing

Optional Sections

1. Disability Accommodations: Additional section for clients requiring special assistance or accommodations

2. Language Preferences: Section for interpreter requirements and preferred communication language for non-native English speakers

3. Emergency Contacts: Section for alternative contact details, particularly relevant for vulnerable clients or complex matters

Suggested Schedules

1. Identity Documents Checklist: List of acceptable ID documents for verification

2. Fee Schedule: Standard fee structures and payment terms

3. Client Care Information: Details about firm's complaint procedure and service standards

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 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

Legal Services
Professional Services
Financial Services
Corporate

Relevant Teams

Legal Operations
Compliance
Administration
Client Relations
Risk Management

Relevant Roles

Solicitor
Legal Secretary
Practice Manager
Compliance Officer
Partner

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Let's create your Law Office Intake Form

Authors

Alex Denne

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