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Client Intake Form
Authority Site Starter – Estate Planning / Elder Law
1. Firm Basics
2. Attorney Profile
3. Practice Areas
4. Ideal Client
5. Geography
6. Website Goals
7. Assets
8. Compliance
9. Technical
10. Preferences
1
Firm Basics
Firm Name
Primary Office Location (City, State)
Website Domain (current or planned)
Best Contact Email for Website Inquiries
Best Phone Number to Display on Website
2
Attorney / Firm Profile
Lead Attorney Name
Additional Attorney Names (if applicable)
Professional Credentials & Designations
Education (schools, degrees)
Bar Admissions (states, year)
Professional Memberships / Associations
Short Professional Bio
Human Details (family, hobbies, community involvement)
Optional but helps make you more approachable to potential clients
3
Practice Areas & Services
Services Offered (select all that apply)
Wills
Revocable Living Trusts
Irrevocable Trusts
Powers of Attorney
Advance Medical Directives / Living Wills
Probate / Estate Administration
Elder Law / Medicaid Planning
Long-Term Care Planning
Special Needs Planning
Business Succession Planning
Other
If "Other" selected, please specify
Top 3-5 Services to Feature Prominently
Typical Client Matters
Services You Do NOT Want to Highlight
4
Ideal Client & Positioning
Who is your ideal client?
What are your ideal clients most worried about?
How do you help them? (in plain language)
What makes your approach different?
Preferred Tone for Website Copy
Mostly formal / traditional
Balanced, professional but friendly
More conversational / approachable
5
Geography & Service Area
Primary Office Address (as shown on site)
Other Locations or Areas Served
Client Meeting Style
Mainly in person
Mostly virtual
A mix of both
6
Website Goals
Top 2-3 Goals for This Website
Primary Call to Action
Call the office
Fill out a contact form
Request a consultation
Download a resource / guide
Other
If "Other" selected, please describe
Initial Consultation Pricing
Free initial consultation
Paid initial consultation
It depends
How Should We Handle Consultation Pricing on the Site?
7
Existing Assets & References
Existing Website URL (if any)
Existing Copy to Keep or Reuse
Attorney Websites You Like (with URLs)
Logo File(s)
Accepted formats: JPG, PNG, SVG, WebP, PDF. Max 10MB.
Attorney Headshot(s)
Accepted formats: JPG, PNG, WebP. Max 10MB each. You can select multiple files.
8
Compliance & Disclaimers
State Bar Disclaimer Requirements
Rules About Fees, Testimonials, or Case Results
Phrases or Promises to Avoid
9
Technical & Practical Details
Domain Registrar
Technical Contact for Launch (if different from you)
Do You Need Email Setup as Part of This Project?
Yes
No
Not sure
Preferred Email for Form Submissions
10
Preferences & Final Notes
Color Preferences
Strong Dislikes for Websites
Anything You Definitely Want on the Site
Anything That Must NOT Appear on the Site
Submit Intake Form