Law Firm Pro Toolkit
A complete toolkit for established law firms, including a legal-services retainer agreement and an in-depth matter intake and legal assessment questionnaire
Get started with PocperA complete toolkit for established law firms, including a legal-services retainer agreement and an in-depth matter intake and legal assessment questionnaire
Get started with PocperThis questionnaire helps your attorney understand your matter in depth before your first working session. Please answer in your own words and as completely as you can — you know the facts of your situation better than anyone. Nothing here is a legal conclusion; your attorney will assess the merits after reviewing your answers. Everything you share is treated as confidential.
Full legal name:
Best contact phone:
Email:
Your role in this matter (e.g. buyer, employee, landlord, defendant):
Describe the facts of your matter, in the order they happened, in as much detail as you can:
When did the events begin?
Is there a deadline, court date, or statute of limitations approaching?
Describe that deadline and what happens if it passes:
List every person and company connected to this matter so we can run a conflict check. Include the other side, witnesses, and anyone with a stake in the outcome.
Name | Relationship to you | Role in the matter |
|---|---|---|
Name of opposing counsel, if known:
Court, tribunal, or case number (if already filed):
Which of the following has already happened? (select all that apply)
I have consulted another attorney about this matter
A lawsuit or claim has been filed
I have received a demand letter or legal notice
There has been settlement or mediation discussion
None of the above yet
Describe any steps already taken, including anything you have signed, sent, or agreed to:
Describe how this matter has affected you — financially, personally, or otherwise:
Estimated amount in dispute or at stake, if you can put a figure on it:
What outcome would you consider a success in this matter?
How would you describe your priority? (select the one that fits best)
Resolve as quickly as possible, even at some cost
Achieve the best possible result, even if it takes longer
Keep costs as low as possible
Preserve a relationship or reputation
Anything else your attorney should know before your session:
Upload any contracts, letters, notices, photos, or other documents relevant to your matter:
The information I have provided is true and complete to the best of my knowledge.
I understand that completing this questionnaire does not by itself create an attorney-client relationship.
I understand that any assessment of my matter is the attorney’s professional judgment and not a guarantee of any outcome.
Client — printed name:
Date:
Thank you. Your attorney will review your answers and follow up to schedule your assessment session. This questionnaire is for information-gathering only and does not constitute legal advice.
The Matter Intake & Legal Assessment Questionnaire template is a ready-to-use form from Pocper's Law Firm Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.