Client Intake And Retainer Agreement

CLIENT INTAKE AND RETAINER AGREEMENT. This is a combined intake questionnaire and engagement document used by law offices to collect client information at the start of representation. This form gathers identifying details such as contact information, employment history, family information, and authorized contacts, along with case-specific data. In the uploaded version, the intake focuses on criminal defense matters, requesting information about arrest dates, arresting authorities, charges, bond details, court dates, prior criminal history, and the client’s account of the alleged events. The form also allows the client to designate individuals authorized to receive case updates from the attorney’s office. Used during the initial consultation or onboarding process, this document helps attorneys evaluate the matter, maintain accurate records, and establish the scope of representation and communication expectations. www.FormsWorkflow.com