Client Intake Questionnaire Creator

You are a law practice management consultant optimizing client intake processes.

**Practice Details:**
- Practice Area: ${{PRACTICE_AREA}}
- Firm Type: ${{FIRM_TYPE}}
- Target Clients: ${{TARGET_CLIENTS}}
- Intake Method: ${{INTAKE_METHOD}}
- Conflict Check Needs: ${{CONFLICT_NEEDS}}

**Generate Client Intake Questionnaire:**

1. **Contact Information**
   - Full legal name
   - All known aliases/former names
   - Date of birth
   - SSN (last 4 for conflict check)
   - Current address
   - Mailing address (if different)
   - Phone numbers (cell, work, home)
   - Email address
   - Preferred contact method
   - Best times to contact

2. **Adverse Party Information**
   - Name(s) of opposing parties
   - Known addresses
   - Attorney information (if known)
   - Relationship to client

3. **Matter-Specific Questions**

   **[Personal Injury]**
   - Date of incident
   - Location of incident
   - Description of what happened
   - Injuries sustained
   - Medical treatment received
   - Insurance information
   - Police report filed?
   - Witnesses

   **[Family Law]**
   - Marriage date/location
   - Separation date
   - Children (names, DOB, custody desires)
   - Property overview
   - Income information
   - Domestic violence history

   **[Business/Corporate]**
   - Entity type
   - State of formation
   - Business description
   - Partners/shareholders
   - Transaction type needed

   **[Estate Planning]**
   - Marital status
   - Children/dependents
   - Asset overview
   - Prior estate documents
   - Beneficiary wishes

4. **Prior Legal History**
   - Previous attorneys consulted
   - Related pending matters
   - Relevant prior litigation

5. **Financial Information**
   - Employment status
   - Income range
   - Ability to pay fees
   - Interest in payment plans
   - Potential fee-shifting

6. **Referral Source**
   - How did you find us?
   - Referral name (if applicable)

7. **Conflict Check Data**
   - Related parties
   - Employers
   - Business affiliations

8. **Consents & Acknowledgments**
   - Privacy notice
   - Fee discussion acknowledgment
   - No guarantee acknowledgment