The Legal Intake Form Template is designed to streamline the client onboarding process while ensuring compliance with Australian legal and regulatory requirements. This document is essential for law firms, corporate legal departments, and legal service providers operating in Australian jurisdictions. It facilitates the systematic collection of client information, matter details, and compliance requirements at the initial stage of engagement. The template incorporates provisions from key legislation including the Privacy Act 1988 (Cth), Anti-Money Laundering and Counter-Terrorism Financing Act 2006, and state-specific legal profession acts. It is structured to accommodate both individual and corporate clients, with modular sections that can be adapted based on the nature of legal services required.
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1. Client Personal Information: Basic identification details including full name, date of birth, contact information, and preferred contact method
2. Identity Verification: Details of identification documents provided to comply with AML/CTF requirements
3. Matter Information: Description of the legal issue or services required, including urgency and key deadlines
4. Conflict Check Information: Names of other parties involved in the matter for conflict checking purposes
5. Financial Information: Payment details, billing preferences, and any third-party payer arrangements
6. Communication Preferences: Preferred contact methods, meeting preferences, and language requirements
7. Privacy Statement: Information about how personal data will be collected, used, and protected as per Privacy Act requirements
8. Client Acknowledgment: Declaration of accuracy and consent to terms of engagement
1. Corporate Client Details: Additional fields for business clients including ACN/ABN, registered address, and authorized representatives
2. Multiple Party Details: Additional fields for matters involving multiple clients or parties
3. Interpreter Requirements: Section for requesting interpreter services and specifying language needs
4. Legal Aid Information: Details required for legal aid applications or community legal center services
5. Accessibility Requirements: Section for specifying any special needs or accessibility requirements
6. Referral Information: Details about how the client found the firm or who referred them
1. Schedule A - Required Documents Checklist: List of documents the client needs to provide based on matter type
2. Schedule B - Fee Schedule: Standard fee information and payment terms
3. Schedule C - Privacy Policy: Detailed privacy policy and data handling procedures
4. Appendix 1 - Terms of Engagement: Standard terms of engagement that will apply to the legal services
5. Appendix 2 - Client Rights and Responsibilities: Document outlining the rights and responsibilities of clients
Relevant legal definitions
Clauses
Relevant Industries
Legal Services
Professional Services
Financial Services
Corporate Services
Government
Non-Profit
Healthcare
Real Estate
Technology
Manufacturing
Retail
Education
Relevant Teams
Legal Operations
Client Relations
Risk and Compliance
Administration
Practice Management
Front Desk
Document Management
Client Services
Legal Technology
Quality Assurance
Relevant Roles
Managing Partner
Legal Practice Manager
Client Intake Coordinator
Legal Secretary
Paralegal
Junior Lawyer
Senior Associate
Partner
Compliance Officer
Risk Manager
General Counsel
Legal Operations Manager
Client Relations Manager
Practice Group Leader
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