Legal intake questionnaire, DelegateWorker 1. Full name For the conflict check. 2. Best phone and email So the confirmation reaches them. 3. How did you hear about us Tells you which channel is working. 4. What happened, and when The matter, in their words. Dates matter for limitation periods. 5. Who else is involved The other party, an insurer, an employer. This is the conflict check. 6. Have you spoken to another attorney about this Prior representation, and how far along they are. 7. Any deadlines you know of Court dates, policy deadlines, notice periods. 8. Best time for a consultation Offer two times and book one.