Client Intake Forms Miss Critical Details
Clients provide vague case descriptions that require extensive follow-up to understand the actual legal issues. This wastes billable time and delays case assessment.
The problem: "Describe your legal situation" gets rambling narratives without the specific information you need for case evaluation.
How FillyForm Improves Legal Intake
Guide clients through structured questions about their situation, timeline, desired outcomes, and relevant documentation to create organized case summaries.
Example Questions:
- What specific outcome are you hoping to achieve?
- When did the events you're concerned about occur?
- Who are the other parties involved in this matter?
- What documents or evidence do you have?
Generated Case Summary: "Employment discrimination case involving wrongful termination on March 15, 2024. Client seeks reinstatement and damages. Witnesses include supervisor Jane Smith and HR representative. Available documentation: termination letter, performance reviews, email correspondence. Client has 180-day EEOC filing deadline."
Implementation
Setup: 1 hour to configure intake questions for your practice areas Deploy: Add FillyForm to consultation forms and client portal Results: Start getting better case information immediately
Technical Requirements: Embed widget on consultation forms or law firm website
Results
✅ Complete Case Info - All relevant details organized and documented
✅ Faster Assessment - Clear case summaries enable quick evaluation
✅ Better Preparation - Attorneys arrive at consultations fully informed
✅ Accurate Pricing - Complete information enables proper case valuation
