Legal Intake Form Template for Philippines

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

4.6 / 5

4.8 / 5

Let's create your Legal 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:

Legal Intake Form

"I need a Legal Intake Form for my Manila-based law firm that specializes in corporate law, with enhanced data privacy provisions and specific sections for corporate client structure and beneficial ownership information, to be implemented by March 2025."

Document background

The Legal Intake Form serves as a crucial document in the Philippine legal practice, designed to facilitate the initial engagement between legal service providers and potential clients. This document is essential for law firms and legal departments operating under Philippine jurisdiction, where strict compliance with the Data Privacy Act, Anti-Money Laundering regulations, and the Code of Professional Responsibility is mandatory. The form collects comprehensive client information, matter details, and necessary consents while establishing the groundwork for the attorney-client relationship. It includes sections for conflict checking, client identification, matter assessment, and data privacy consent, making it an indispensable tool for proper client onboarding and regulatory compliance. The Legal Intake Form is typically used at the first point of contact with potential clients and helps ensure that all necessary information is gathered systematically before legal services commence.

Suggested Sections

1. Client Information: Basic personal/business information including full name, contact details, and identification details as required by AMLA

2. Data Privacy Notice and Consent: Mandatory section explaining how personal data will be collected, processed, and protected in compliance with the Data Privacy Act

3. Matter Information: Details about the legal issue or matter for which assistance is sought

4. Conflict Check Information: Information about adverse parties and related entities to conduct conflict checks

5. Financial Information: Basic financial information relevant to billing and regulatory compliance

6. Communication Preferences: Client's preferred methods of communication and authorization for electronic communications

7. Emergency Contact: Alternative contact information for urgent matters

8. Declaration and Signature: Client's confirmation of the accuracy of provided information and acknowledgment of terms

Optional Sections

1. Business Entity Information: Additional section for corporate clients, including corporate structure, ownership, and authorized representatives

2. Immigration Status: For non-Filipino citizens or matters involving immigration law

3. Language Preference: For clients requiring communication in languages other than English or Filipino

4. Related Cases: Information about any existing or previous legal cases related to the current matter

5. Insurance Information: Details about relevant insurance coverage for certain types of cases

6. Medical Information: For personal injury or medical-related legal matters

7. Document Checklist: List of required documents specific to the type of legal matter

Suggested Schedules

1. Schedule A - Required Documents: Checklist of documents the client needs to provide based on the type of legal matter

2. Schedule B - Fee Structure: Details of legal fees, payment terms, and billing arrangements

3. Schedule C - Terms and Conditions: Detailed terms of engagement and client relationship

4. Appendix 1 - Data Privacy Statement: Comprehensive privacy policy and data protection measures in compliance with the Data Privacy Act

5. Appendix 2 - Client Rights and Responsibilities: Detailed explanation of the client's rights and responsibilities in the attorney-client relationship

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

Healthcare

Real Estate

Manufacturing

Technology

Retail

Construction

Education

Non-profit Organizations

Government Services

Insurance

Transportation

Energy

Telecommunications

Relevant Teams

Legal Operations

Client Relations

Compliance

Risk Management

Administrative Support

Data Protection

Client Onboarding

Practice Management

Document Management

Quality Assurance

Relevant Roles

Attorney

Legal Secretary

Paralegal

Data Protection Officer

Compliance Manager

Legal Administrator

Managing Partner

Client Relations Manager

Legal Operations Manager

Risk Management Officer

Office Manager

Legal Assistant

Client Intake Specialist

Practice Group Leader

Law Firm Partner

Find the exact document you need

Pt Intake Form

A Philippine-compliant physical therapy intake form for collecting patient information, medical history, and treatment consent under local healthcare regulations.

How a Sales & Marketing Lead uses Genie AI to reduce contract drafting time by 95%

Let's create your Legal Intake Form

Authors

Alex Denne

Find the exact document you need

Pt Intake Form

Hypnosis Intake Form

Veterinary Patient Intake Form

Seller Intake Form (Real Estate)

Massage Client Consultation Form

Mediation Intake Form

Health Coach Intake Form

Basic Intake Form

Computer Repair Intake Form

Yoga Intake Form

Naturopathic Intake Form

Event Intake Form

Chiropractic Patient Intake Form

Legal Intake Form

Event Planning Client Intake Form

Nutrition Intake Form

Project Intake Form

Massage Form

General Intake Form

Therapy Intake Form

Real Estate Lead Intake Form

Real Estate Client Intake Form

Program Intake Form

Phone Intake Form

Marketing Client Intake Form

Intake Referral Form

Initial Intake Form

Client Intake Assessment Form

Nonprofit Intake Form

Financial Coaching Intake Form

Virtual Assistant Intake Form

Massage Client Intake Form

Home Care Intake Form

Case Intake Form

Referral Intake Form

Biopsychosocial Intake Form

Wellness 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

Download our whitepaper on the future of AI in Legal

Genie’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Commercial

Employment

IP

Administration

Finance

R&D

Use Cases