Elder law intake form template
This five-step elder law intake form asks about previous elder law advice, the main concern, current representation and any details, followed by the contact details. Clone it into your Growform account and add Medicaid or guardianship questions.
What the form asks, step by step
Families contacting an elder law firm are often writing on behalf of a parent. The questions stay general so nobody has to share sensitive details on a website.
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Step 1: “Have you ever sought legal advice on elder law?”
Previous advice suggests existing documents that the attorney will want to review.
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Step 2: “What is your main concern about elder law?”
Estate planning, Medicaid or guardianship decides which attorney takes the call.
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Step 3: “Are you currently retaining a lawyer?”
A client with a current lawyer may be seeking a second opinion.
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Step 4: Details
An open box lets the family describe the situation in their own words.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
Families see a thank-you message that a firm can rewrite to explain how its first consultation works.
Who it’s for
Elder law attorneys and estate planning firms that handle Medicaid and guardianship use this template as the first contact on their website. The answers show the main concern and whether the person already has representation, so the intake team can route the inquiry to the right attorney. A detailed elder law questionnaire about assets and health belongs after the consultation is booked. Firms focused on wills and trusts can use the estate planning questionnaire.
Why this structure converts
- “Prefer not to say” appears on two questions, which respects families who are cautious about sharing.
- The main concern question uses the terms families search for, such as Medicaid and guardianship.
- The open box comes after the buttons, when the person is ready to explain the situation.
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Make it yours
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Replace the “None” option
The concern question offers “None”, which reads oddly on a legal inquiry form. Replace it with “Something else” or “Not sure”.
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Add a header to step four
The details step has a field but no question above it. Add a heading such as “What would you like us to know?”.
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Ask who needs help
Add a question asking whether the inquiry is for the person themselves, a parent or another relative.
Send every lead where your team works
Frequently asked questions
What does an elder law intake form ask?
At first contact it asks the main concern, whether the person has had advice before and whether they have a lawyer. Financial and medical details come later in a confidential questionnaire.
Is it safe to collect this information online?
The template asks only general questions. Keep asset and health details for your secure intake process after the consultation is booked.
Which legal software does it connect to?
Growform works with Clio, Lawmatics, PracticePanther, Filevine and Lawcus, as well as Google Sheets.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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