Case Intake Form Template for Singapore

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Key Requirements PROMPT example:

Case Intake Form

"Need a Case Intake Form for a new Singapore law firm specializing in corporate matters, must include enhanced AML compliance sections and ability to handle multiple corporate shareholders as clients."

What is a Case Intake Form?

The Case Intake Form is a critical document used at the onset of legal representation in Singapore. It serves multiple purposes: documenting client information, establishing the scope of legal issues, ensuring compliance with regulatory requirements, and creating a clear record of the initial client engagement. This form must comply with Singapore's Personal Data Protection Act, Legal Profession Act, and other relevant regulations. The Case Intake Form typically includes sections for client identification, matter details, conflict checks, and consent declarations, making it an essential tool for risk management and professional compliance in legal practice.

What sections should be included in a Case Intake Form?

1. Client Information: Basic personal/corporate details, contact information, identification, and PDPA consent for data collection

2. Matter Details: Nature of case, key dates, brief description of issues, and initial assessment of the legal matter

3. Opposing Party Information: Details of other parties involved in the matter, including contact information if available

4. Conflict Check Declaration: Confirmation of conflict checking process and declaration of no conflicts of interest

5. Case Timeline: Important dates, deadlines, and chronological sequence of events leading to the current situation

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

1. Financial Information: Client's financial details for billing purposes or relevant to case, including source of funds declaration where required by AML regulations

2. Witness Information: Details of potential witnesses and their relevance to the case

3. Document Checklist: List of required documents and evidence needed for the case

4. Interpreter Requirements: Language assistance needs and preferred language for communications

5. Medical Information: Relevant medical details and history for personal injury or medical-related cases

What schedules should be included in a Case Intake Form?

1. Schedule A - Document Inventory: Comprehensive list of all documents provided by the client at intake

2. Schedule B - Fee Schedule: Breakdown of anticipated legal fees, disbursements, and payment terms

3. Schedule C - Timeline of Events: Detailed chronological listing of relevant events and incidents

4. Schedule D - Supporting Evidence Index: Catalog of all evidence provided or identified as needed for the case

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

Relevant Teams

Legal
Compliance
Administration
Client Services
Records Management

Relevant Roles

Lawyer/Attorney
Legal Secretary
Paralegal
Practice Manager
Compliance Officer

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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

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