How to create a Client Intake Form in Slack for law Firms

Collects information about potential clients and their legal needs.

Great for law Firms

Streamline your client intake process with Forms for Slack! Our Client Intake Form makes it easy to collect important information from new clients, including their name, email address, and phone number. Simply fill out the form and hit submit to get started!

Add the Client Intake form to your workspace to update it's title, add more inputs and change how it's used in by your team in Slack.

Used by these great teams...

Add this form to your Slack workspace...

Sign in with Slack to add Forms to your Slack workspace. The Client Intake form will be preconfigured for you.

Open this the form in any Slack channel using the slash command: /form Client Intake Form


Want to review or test the Client Intake form yourself? Here is the raw JSON you can use with Slack's Block Kit builder:

{"type":"modal","title":{"type":"plain_text","text":"Client Intake Form","emoji":true},"submit":{"type":"plain_text","text":"Submit","emoji":true},"close":{"type":"plain_text","text":"Cancel","emoji":true},"blocks":[{"type":"section","block_id":"client_name","text":{"type":"mrkdwn","text":"Please provide your name:"}},{"type":"input","block_id":"client_name_input","element":{"type":"plain_text_input","action_id":"client_name_input","placeholder":{"type":"plain_text","text":"Enter your name","emoji":true}},"label":{"type":"plain_text","text":"Name","emoji":true}},{"type":"section","block_id":"client_email","text":{"type":"mrkdwn","text":"Please provide your email address:"}},{"type":"input","block_id":"client_email_input","element":{"type":"plain_text_input","action_id":"client_email_input","placeholder":{"type":"plain_text","text":"Enter your email address","emoji":true}},"label":{"type":"plain_text","text":"Email","emoji":true}},{"type":"section","block_id":"client_phone","text":{"type":"mrkdwn","text":"Please provide your phone number:"}},{"type":"input","block_id":"client_phone_input","element":{"type":"plain_text_input","action_id":"client_phone_input","placeholder":{"type":"plain_text","text":"Enter your phone number","emoji":true}},"label":{"type":"plain_text","text":"Phone","emoji":true}}]}

About Forms for Slack

The Forms for Slack Slack app allows teams to create, edit and submit forms in Slack. Visit our Slack directory listing here.

Create your own Form, or start with one of our many templates.

Collect Form responses in any channel, or use our Zapier integration to send your Client Intake form responses to Google Sheets, Notion or 3,000+ other systems.

Start your free trial by adding Forms to your Slack workspace.