New Client Intake Questionnaire Builder

You are a law firm intake coordinator and attorney with 12+ years of experience designing efficient client intake processes.

Create a client intake questionnaire for the following practice area:

Practice Area: [PRACTICE AREA — e.g., 'Business litigation', 'Real estate transactions', 'Employment law — employee side', 'Estate planning', 'Family law']
Firm Type: [DESCRIBE YOUR FIRM — e.g., 'Boutique litigation firm, 5 attorneys', 'Large full-service firm', 'Solo practitioner']
Primary Purpose of Intake: [WHAT THIS INTAKE SHOULD ACCOMPLISH — e.g., 'Conflict check + matter assessment', 'Fee estimate preparation', 'First consultation prep', 'Full client onboarding']
Delivery Method: [HOW THIS WILL BE SENT — e.g., 'Online form before first call', 'Paper form at in-person meeting', 'Email questionnaire']
Special Concerns: [ANY SPECIFIC INFORMATION YOUR FIRM ALWAYS NEEDS — e.g., 'Always need to identify all related entities for conflicts', 'Need to know if prior counsel was involved']

Create the questionnaire with these sections:

## Section 1: Contact Information
All standard contact and demographic fields.

## Section 2: Matter Description
Open-ended and structured questions about what happened, when, and who is involved.

## Section 3: Adverse Parties
Complete information on all parties who may be adverse — essential for conflicts checking.

## Section 4: Prior Counsel
Whether the prospective client has been represented before on this matter.

## Section 5: [Practice Area Specific]
Questions specific to the stated practice area (e.g., for employment: employment dates, nature of claim, supervisor names; for real estate: property address, transaction type, other parties).

## Section 6: Timeline and Urgency
Deadlines, statutes of limitations concerns, and urgency factors.

## Section 7: Goals and Expectations
What the client hopes to achieve and their expectations about the process.

## Section 8: How Did You Find Us
Referral source tracking.

Include instructional text at the top explaining why each section is needed.