Legal
Legal Client Intake
Client intake for law firms — matter details, parties, background and conflict-check information, fully encrypted.
Intake9 questions
All templates
Templates
Legal templates
6 ready-to-use templates in this category, each in German, French, Italian and English. Preview one, use it, then change any question before you publish.
Industry page:Fiduciaries & law firms
6 templates
The first questions of the template on the public form The first questions of the template on the public form LegalLegal Engagement & Conflict Check
Register new client engagements and complete conflict-of-interest checks — structured and encrypted.
Registration10 questionsThe first questions of the template on the public form LegalFamily Law Divorce Intake
Structured intake for Swiss divorce and family law — marital situation, children, finances, property and goals.
Intake14 questionsThe first questions of the template on the public form LegalEstate Planning and Will Intake
Structured intake for Swiss estate planning — assets, heirs, existing documents and succession wishes.
Intake14 questionsThe first questions of the template on the public form LegalAdvance Power of Attorney Intake
Intake for Swiss advance power of attorney — appointed persons, scope of authority, financial and medical decisions.
Intake14 questionsThe first questions of the template on the public form LegalImmigration and Relocation Intake
Structured intake for Swiss immigration and relocation matters — permit status, family, employment and canton.
Intake15 questions
Start with a template today.
Create a free account, choose a template and adjust it to fit. Answers are encrypted in the respondent's browser, and only your Vault key opens them.