Free Printable Client Matter Intake Sheet — Matter Type, Deadline & Conflict Check PDF
Law office client matter intake sheet for contact details, matter type, urgent deadlines, conflict check status, opposing parties, referral source, and next steps before opening a file.
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New matter intake should capture conflicts and deadlines before the file opens
A client matter intake sheet gives reception, intake staff, and attorneys one place to record who called, what matter type is involved, whether a conflict check is clear or pending, any urgent deadline, the opposing party, referral source, and the next step before work begins.
Conflict check and Deadline belong on the same row because those two fields decide whether the firm can proceed, must decline, or needs immediate calendaring. Writing them at intake prevents a promising consult from turning into a scramble after the engagement letter is already drafted.
Use this printable with your formal conflict search, engagement letter, retainer, client ID verification, and matter-opening checklist. It is an administrative workflow aid only, not legal advice, and it does not replace firm policy or jurisdiction-specific ethics rules.
Practical setup tips
Before printing the Client Matter Intake Sheet, decide what one row represents and how often the page will be reviewed. That keeps the sheet from becoming a catch-all notes page and makes the finished record easier to compare with similar pages in the same binder or workflow.
- Date should be filled in consistently so the sheet remains useful after the first day of use.
- Client / contact should be filled in consistently so the sheet remains useful after the first day of use.
- Matter type should be filled in consistently so the sheet remains useful after the first day of use.
- Deadline should be filled in consistently so the sheet remains useful after the first day of use.
- Conflict check should be filled in consistently so the sheet remains useful after the first day of use.
- Opposing party should be filled in consistently so the sheet remains useful after the first day of use.
If the printable is part of a formal, financial, medical, legal, or compliance workflow, use it as a planning and note-taking aid alongside the official system or professional guidance that applies to your situation.