The Case Intake Form is a fundamental document used across Canadian legal practices to initiate the client onboarding process. It must comply with federal legislation such as PIPEDA and provincial privacy laws, while meeting Law Society requirements in respective provinces. The form serves multiple purposes: gathering client information, conducting conflict checks, assessing case merit, and establishing the foundation for the attorney-client relationship. It includes sections for personal information, matter details, adverse parties, and various case-specific elements depending on the area of law. The document is designed to be adaptable for different legal practices while maintaining consistency with Canadian legal and professional standards.
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1. Client Information: Basic personal information including full name, contact details, preferred method of contact, and identification verification
2. Matter Details: Brief description of the legal issue, when it occurred, and what assistance is being sought
3. Adverse Parties: Information about opposing parties for conflict checking purposes
4. Financial Information: Basic financial details relevant to billing and potential legal aid qualification
5. Time Sensitivity: Information about any immediate deadlines or limitation periods
6. Source of Referral: How the client learned about the firm/lawyer
7. Prior Legal Representation: Information about any previous lawyers or legal proceedings related to this matter
8. Privacy Notice: Statement about how personal information will be collected, used, and protected
9. Client Consent: Authorization to collect and use information, and acknowledgment of form completion
1. Criminal History: For criminal matters - details of previous convictions and current charges
2. Family Information: For family law matters - details about marriage, children, and related court orders
3. Immigration Status: For immigration-related matters or where status might affect the case
4. Employment Details: For employment law matters or where employment status is relevant
5. Insurance Information: For personal injury or insurance-related matters
6. Medical Information Release: For personal injury or disability-related cases
7. Property Details: For real estate or property-related matters
8. Business Information: For commercial or business-related legal matters
1. Document Checklist: List of required documents specific to the type of case
2. Fee Schedule: Overview of potential costs and payment arrangements
3. Consent Forms: Additional authorization forms for specific purposes (medical records, background checks, etc.)
4. Client Rights and Responsibilities: Detailed explanation of the client-lawyer relationship and expectations
Authors
Relevant legal definitions
Clauses
Relevant Industries
Legal Services
Insurance
Healthcare
Real Estate
Financial Services
Criminal Justice
Family Services
Immigration Services
Corporate Services
Public Sector
Relevant Teams
Legal Operations
Client Services
Intake Processing
Compliance
Administration
Document Management
Client Relations
Practice Management
Relevant Roles
Lawyer
Legal Assistant
Paralegal
Intake Coordinator
Law Firm Administrator
Legal Practice Manager
Client Relations Manager
Compliance Officer
Legal Secretary
Managing Partner
Associate Lawyer
Articling Student
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