Free Resource · Solo & small law firms
Law Firm Matter Intake Template
Notion Template + PDF · 22 pages
47-field matter intake template covering conflict check, engagement letter drafting triggers, retainer schedule, and matter-opening filing.
What's inside
- 47 matter-intake fields organized into 6 sections (Client, Matter, Conflict, Retainer, Scope, Filing)
- Conflict-check workflow with 8 lookup points and escalation rules
- Engagement letter trigger criteria — when standard vs. modified vs. bespoke
- Retainer structure decision tree (flat fee, hourly, subscription, contingency, hybrid)
- Matter-opening filing checklist (client file, conflict log, engagement, retainer receipt, initial matter plan)
- Notion page template with ready-to-import database + 3 views
- PDF intake form printable version for in-person intake
Who this is for
Solo attorneys and firms under 10 people managing 40-60 active matters per attorney across practice areas.
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Where should we send it?
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Why this works
Built from intake failure patterns observed across 60+ small firms — the scope creep, the conflict surprises, the missing retainer receipt. Closes the 12 most common gaps where work-later-regretted gets accepted.
The outcome
Every new matter opens with the same 47 fields filled in, making handoffs between attorneys and paralegals seamless.