Intake Scripts

Free, ready-to-use intake scripts for every practice area. Download and customize for your firm.

Premises Liability Intake Script

Premises Liability Intake Script

Injuries on another person's property — slips, trips, or unsafe conditions.

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Bankruptcy Intake Script

Bankruptcy Intake Script

Gathering vital information from clients considering Chapter 7 or 13 bankruptcy.

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Workers' Compensation Intake Script

Workers' Compensation Intake Script

Workplace injury and illness claims — employment and medical info collected up front.

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Short-Term/Long-Term Disability Intake Script

Short-Term/Long-Term Disability Intake Script

Clients seeking disability benefits — eligibility, documentation, and claim details.

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Personal Injury Intake Script

Personal Injury Intake Script

Accidents, medical treatment, insurance, and liability for injury claims.

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Immigration Intake Script

Immigration Intake Script

Various immigration cases — visas, green cards, asylum, and more.

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Family Law Intake Script

Family Law Intake Script

Sensitive conversations around divorce, custody, child and spousal support.

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Estate Planning Intake Script

Estate Planning Intake Script

Wills, trusts, powers of attorney, and healthcare directives.

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Employment Litigation Intake Script

Employment Litigation Intake Script

Wrongful termination, discrimination, harassment, and wage disputes.

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Criminal Law Intake Script

Criminal Law Intake Script

DUI, assault, or other criminal defense consultations.

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Consumer Law Intake Script

Consumer Law Intake Script

Consumer protection issues such as fraud and unfair business practices.

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Elevate Your Client Intake

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