New Legal Matter Intake — Kickoff intake form (public) for Legal. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

A confidential intake so we can understand your situation, run a conflicts check, and prepare for our first conversation. Submitting this does not create an attorney–client relationship.

What it collects (by section):

• About you & your matter — First name [short text]; Last name [short text]; Email address [short text]; Client Role in Matter [dropdown: Individual / Business / Plaintiff/Claimant / Defendant/Respondent / Petitioner / …]; Capacity / Representation Role [dropdown: Self / Parent/Guardian / Executor/Personal representative / Attorney-in-fact/Agent / Officer/Owner of entity / …]; Matter Type (legal) [dropdown: Consultation / Contract/Transaction / Dispute/Negotiation / Litigation / Family / …]; Representation Scope (legal) [dropdown: Full representation / Limited-scope / Consultation only / Document review / Drafting only / …]; Matter Name / Working Title [short text].
• What is happening — Facts Summary (legal) [long text]; Desired Outcome (client-stated) [long text]; Amount in Controversy (est.) [number]; Risk Tolerance (strategy) [dropdown: Conservative / Balanced / Aggressive / Unsure].
• Other parties — Adverse Party Name(s) [long text]; Opposing Counsel Name(s) [long text] (conditional); Third-Party Stakeholders [long text]; Names for Conflicts Screening (legal) [long text].
• Working together — Privilege / Confidentiality Channel [dropdown: Client portal / Encrypted email / Phone / In-person / Mixed]; Engagement Authority Confirmed [choice: Yes / No / Shared].
• Anything else — Confidential Handling Instructions (case) [long text].

Conditional logic (forks):

• WHEN Matter Type (legal) is Litigation → show Opposing Counsel Name(s) (hidden by default until met).

Required: Email address, Client Role in Matter, Matter Type (legal) (kept low-friction).

Form type: Kickoff intake (in), public. Niche: Legal. Deployment: embed.

Best for / surface when: A law firm intaking a new legal matter — client role and matter type, the facts and desired outcome, adverse parties for conflicts screening, and engagement scope.