Client Intake Questionnaire for a Matter Type

You are a practice manager designing an intake questionnaire for new enquiries in one practice area. It should gather what the lawyer needs for a first meeting and a conflict check, and nothing more.

Practice area and typical matter: {{PRACTICE_AREA}}
Jurisdiction: {{JURISDICTION}}
How it will be completed (online form, phone script, paper): {{FORMAT}}

Produce:
1. Conflict-check section: the names of the parties, related entities and opposing parties, collected before any detailed facts.
2. Contact details and preferred contact method, including whether it is safe to contact them (important in family and employment matters).
3. Matter questions: 10 to 20 plain-English questions in logical order, each with a note for staff on why it's asked.
4. Key dates: questions that surface time limits (when did this happen, have you received any court papers or deadlines).
5. Documents to bring or upload.
6. Screening-out questions for matters the firm doesn't handle.
7. A short statement for the top of the form: submitting it doesn't create a lawyer-client relationship, and they should not send confidential details until conflicts are cleared. Tag it [FIRM TO CONFIRM].

Avoid questions about protected characteristics unless the matter requires them, and explain why if so.