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Contract Review Intake Form

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Updated on July 19th, 2023

A contract review intake form is a questionnaire that clients complete before having their business contracts reviewed by a lawyer. The document sets the stage for the lawyer’s work by identifying the type of contract, its page length, and the specific portions of the agreement the client is unsure about or would like assistance with. It might also mention clauses or language that need to be added.

Lawyers can use the information in the intake form to decide whether the client is fit for their services and better prepare themselves for the initial consultation.

CONTENTS

Sample

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CONTRACT REVIEW CLIENT INTAKE FORM

DISCLAIMER: Thank you for your interest in being a client of [NAME OF LAW FIRM OR LAWYER]. Information collected about new clients is confidential and will be treated accordingly.

CLIENT INFORMATION

Client Name: _____________________ Entity Type: _____________________
EIN / Federal Tax Identification Number: _______________________________
Street Address: _______________________________
City: _____________________ State: _____________________ ZIP Code: ________
Company Website: _____________________
Describe the nature of your business: _____________________________________
Contact Person Information
Contact Name: _____________________ Job Title: _____________________
Primary Phone: ___________________ Secondary Phone: ___________________
E-Mail: _____________________ Fax: _____________________

CONTRACT INFORMATION

Contract Type: ___________ Contract Term (if any): ___________
Anticipated Contract Value: $___________
Date Submitted for Review: ___________ Requested Deadline: ___________

List and provide copies of or links to any policies, regulations, or laws that were relied on in developing this contract: ______________________________

What portions of the contract are you unsure about? ______________________________

What sections/language would you like to add? ______________________________

List and attach the main contract documents (including attachments and exhibits) and specify the number of pages for each: ______________________________

Provide any other information that may assist us in the review of your contract: _______________________________________________________

SIGNATURE

Signature: _____________________________ Date: ____________________

Printed Name: ____________________

Client Information

Once a client reaches out to have a contract reviewed, the lawyer or their legal team should use an intake form to gather the following information:

  • Company Details – The name, address, and type of the client’s company.
  • Contact Information – The phone number, fax, and e-mail address of someone at the company that the lawyer can contact.
  • Contract Specifics – The document type (e.g., service contract, employment agreement), the number of pages, and the potential contract value.
  • Specific Concerns – The areas of the contract that the client wants the lawyer to focus on.
  • Contract Additions – The legal conditions and other components that the client would like to add to their agreement.
  • Review Deadline – The date the client wants the contract review to be completed, including an explanation of any timeframe issues.

Why It’s Used

An intake form is a valuable tool for the contract review process. Not only does it streamline communication with clients, but it also improves a law firm’s overall quality of service. By giving the lawyer an upfront look at the client’s expectations and the extent of the work to be done, they can estimate the time needed to complete the review, identify potential contract issues, and immediately address the client’s concerns.

Related Forms (3)

Legal Retainer Agreement – This form lets clients prebook legal services by paying the lawyer in advance.

Download: PDF, Word (.docx), OpenDocument

 

Attorney Engagement Letter – A legally binding agreement that structures and regulates a working relationship between an attorney and their client.

Download: PDF, Word (.docx), OpenDocument

 

Attorney Client Intake Form – A questionnaire new clients fill out before receiving legal services from a lawyer.

Download: PDF, Word (.docx), OpenDocument