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Legal Client Intake

Prospective clients describe their legal situation in their own words, mixing relevant facts with emotional context. This template extracts the client identity, area of law, key dates, adverse parties, and the specific outcome the client seeks, giving attorneys a structured intake sheet before the first consultation.

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What users type

My name is Kevin Okafor and I was let go from Meridian Consulting on March 3rd after filing an internal harassment complaint two weeks earlier. They called it a restructuring but nobody else in my team was affected. I think this is retaliation and I want to explore my options. I'm at kevin.okafor77@proton.me or 312-555-0148. I believe there's a 180-day filing window with the EEOC.

What you get

Client Name

Kevin Okafor

99%
Email

kevin.okafor77@proton.me

99%
Phone

312-555-0148

99%
Case Type

Employment

98%
Case Summary

Terminated from Meridian Consulting on March 3rd, two weeks after filing internal harassment complaint. Believes termination is retaliatory as no other team members were affected.

96%
Adverse Party

Meridian Consulting

97%
Key Date / Deadline

180 days from termination (EEOC filing window)

89%
Desired Outcome

Explore legal options for potential retaliation claim

91%

Extracted fields

FieldTypeRequired
Client NametextRequired
EmailemailRequired
PhonephoneOptional
Case TypeselectRequired
Case SummarytextRequired
Adverse PartytextOptional
Key Date / DeadlinedateOptional
Desired OutcometextOptional

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