Case management Criminal Defense Legal advice 
Lawmatics
JULY 9, 2024
Here's a list of the information commonly gathered with a legal intake form: Contact Information Full name Address Phone number Email address Demographic Information Date of birth Gender Marital status Occupation Case Details Nature of the legal issue (e.g., Criminal defense intake form. Collaborative.
Lawmatics
JUNE 25, 2024
If the case is accepted, send an engagement letter and retainer agreement for the client to sign. Collect any necessary documents from the client and organize them in the case management system. Examples include personal injury, family law, corporate clients, criminal defense, estate planning, and more. Family law.
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