Free Notion Template
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Legal Matter Intake Form & Tracker
Legal2,800 downloads
Streamline your new client onboarding with this free matter intake system. Captures client details, matter type, referral source, conflict check status, and initial consultation notes.
What's included
- Client intake form structure
- Conflict of interest checkbox
- Matter type classification
- Referral source tracking
- Intake status pipeline
- Attorney assignment field
Free
No payment required · Instant access
Opens in Notion. Click “Duplicate” to add to your workspace.
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