What should a client intake form collect and why?

• A. Contact info, case type, authorization to obtain records, and consent to representation.
• B. Only contact information.
• C. Only case type.
• D. Favorite hobbies.

Answer: (A)

Gathering a client’s information that enables proper communication, case handling, and the ethical start of representation is what the intake form should accomplish. Contact information allows the firm to reach the client and share updates. Knowing the case type helps route the matter to the right attorney, set up the appropriate workflow, and identify what kinds of documents and deadlines will apply. Authorization to obtain records is necessary to lawfully request and review relevant documents from third parties, medical providers, courts, or prior counsel, which is often essential to evaluate the case and build a strategy while respecting privacy. Consent to representation confirms the client wants the attorney to represent them and starts the attorney-client relationship, triggering confidentiality protections and ethical duties, including conflict checks. Items like personal hobbies do not contribute to opening or managing a legal matter and aren’t needed on an initial intake form.