Please note that these forms are in Microsoft Word format.
The New Client Questionnaires (Long Form and Short Form) are checklists and self-screening devices for lawyers, designed to obtain (in three minutes) the information required to examine clients for the more discretionary issues, such as the ability to pay appropriate fees, and the absence of any problem-client criteria. Separation of administrative and discretionary screening can help reduce oversight time and facilitate consistent implementation of intake procedures.
These forms are discussed in more detail in The Essential Formbook: Comprehensive Management Tools for Lawyers, Volume I: Partnership and Organizational Agreements/Client Intake and Fee Agreements.
Other Downloads Available!
This is only one of many downloads available from this book. To see what else is available, visit:
The Electronic Formbook