Law firm intake

Ask the matter questions first. Ask for the phone number last.

A generic form asking name, email and phone converts worse than a form that asks about the person’s matter first and collects contact details at the end. Nobody wants to fill in another contact form. People will answer questions about their own situation, and by the time they reach the contact fields they are invested enough to finish.

Questions first
Contact details last
Green / Amber / Red
Graded on submission
down 55%
Cost per signed case
+55%
Consult quality

What should a law firm intake form ask?

Matter specifics before contact details. What happened, when it happened, what stage the matter is at, jurisdiction, whether another firm is already engaged, and funding readiness. Name, email and phone belong at the end, after the person has invested a few answers.

Every question should either grade the enquiry or arm the intake call. If an answer does neither, cut the field.

Why does asking for contact details last improve conversion?

Because people are tired of handing over a phone number to find out nothing. Answering questions about their own situation feels useful rather than extractive, and completing several answers creates the commitment that carries them through the contact fields.
From our accounts

The generic form is the default because it is easy to build, not because it works. Name, email, phone, message. It tells you nothing, so intake has to call everyone to learn anything, and the prospect feels like they just handed their number to a stranger for no reason. Flip the order. Open with the questions only someone with a real matter can answer: what happened, when, what stage they are at, whether anyone else is already acting for them. Those answers do three jobs at once. They grade the enquiry before a human sees it, they give intake a real opening line instead of a cold script, and they make the person feel the form was built for their situation rather than harvested from a template. The contact fields go at the end, once there is a reason to give them.

Should the form be different for each practice area?

Yes. A form built for the specific matter converts better than a generic one because the questions prove you understand the situation. A workers comp enquiry and a disability enquiry need different questions, and a landing page that asks the right ones signals competence before anyone speaks.

Does a longer form reduce enquiries?

It reduces raw form fills and increases signed matters. You lose people who were never going to retain and keep the ones who will. Judge it on retainers, not submissions, or you will optimise straight back to a worse outcome.

How do the form answers get used after submission?

They grade the enquiry green, amber or red, route it accordingly, and feed the intake call or AI voice with real context. The same answers go back into the ad platforms so targeting learns which enquiry profiles actually retain.

What does this do to cost per signed case?

In an immigration practice we run, moving qualification onto the form and grading before intake took cost per signed case down 55%, per the client data, with consult quality up 55% and a 6.39x return across a three-year engagement.
Proof, sourced. Our deepest legal dataset is a three-year immigration engagement. Per the client data it produced a 6.39x return on ad spend, a 6.39x blended return across a three-year engagement, with cost per signed case falling 55% and a 55% lift in consult quality. Digital Rocket manages over $1.5M per month in ad spend and holds 4.9 across 9 verified client reviews on Clutch.

How to decide what stays on the form

The test for every field is simple. Does this answer either grade the enquiry or give the intake call a better opening? If it does neither, it is friction with no return and it should be cut. Most firm forms fail this test on at least half their fields, usually because someone added a question once and nobody ever removed it.

Order matters as much as content. The first question should be the easiest one that still tells you something, because the job of question one is to get question two answered. Save anything sensitive, financial or identifying for the end, once the person has already invested a few clicks and can see the form was built for their situation.

Two practical notes from live accounts. Conditional logic beats length, so ask about the incident date only if it is a matter type where limitation windows bite. And never make the phone number the first field. It is the single most common reason someone abandons a legal enquiry form before you learn anything about their matter.

If you only change one thing

Move the qualifying questions onto the form. Not the call. It costs nothing, it takes an afternoon, and it changes what your intake team does all day. Everything else on this page is downstream of that single sequencing decision.

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Last updated: 24 July 2026 · Law firm lead generation system · Client results