Case Intake Form Spreadsheet Template
Gathers initial information for new legal cases, including client details and case description.
| Case Intake Form | ||
| Purpose: To collect initial details for a new legal case from a client. | ||
| Client Information | ||
| First Name | {firstName} | |
| Last Name | {lastName} | |
| Date of Birth | {dateOfBirth} | |
| Phone Number | {phone} | |
| Email Address | {email} | |
| Address | {address} | |
| Case Details | ||
| Case Type | {caseType} | |
| Date of Incident | {incidentDate} | |
| Description of Incident | {incidentDescription} | |
| Other Parties Involved | {otherParties} | |
| Case Priority | {priorityLevel} | |
| Additional Notes | {notes} | |
| Documents Provided | ||
| Document Name | Date Received | Notes |
| {#documents.name} | {#documents.dateReceived} | {#documents.notes} |
This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download
Download Excel Template (.XLSX)
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Integrations / Automations
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