For law firms
A client intake form that keeps privilege intact
Collect conflict-check details and the facts of a new matter through a branded form where the submission is encrypted in the client’s browser and only your firm can open it.
Calder & Associates
New matter — client intake
Client name and contact details
Opposing parties and related entities
encryptedFor the conflict check
Nature of the matter
Summary of facts
encryptedRelevant documents
encryptedUpload
Key dates and deadlines
How you were referred
Acknowledgment: no attorney-client relationship until engagement
Fields marked are encrypted in the browser before this form is sent.
The problem this solves
New-matter intake often contains the most sensitive information in a representation — the facts, the parties, the exposure — and it frequently arrives by email before an engagement letter is even signed.
Anything a third-party platform can read is a question mark over confidentiality and, potentially, privilege.
Why the encryption matters here
The facts and documents in an intake form are encrypted client-side before they are sent. VerifID stores ciphertext it cannot read; your firm holds the key.
That keeps intake content confidential from the platform from the first submission — before the engagement letter, before the matter is even opened.
Confidentiality: Exactly what the platform can and cannot see, and how the key lifecycle works. Read more →
How it works
- 1
Brand the intake form
Add your firm identity and the conflict-check and matter fields you use.
- 2
Send to prospective clients
Share the link during the initial call. The prospect completes it without an account.
- 3
Open with your firm key
Decrypt to run the conflict check and open the matter. Nothing was readable in transit.
Frequently asked questions
Does using a third-party form waive privilege over intake information? ▾
Privilege analysis is fact-specific and jurisdiction-specific, but reasonable steps to maintain confidentiality matter. A form where the platform cannot decrypt the content is a stronger position than email or a plaintext survey tool. Confirm with your own risk counsel.
Can prospective clients submit without creating an account? ▾
Yes. Only your firm needs an account, and only your firm can decrypt submissions.
Can we include our own "no representation yet" disclaimer? ▾
Yes. Add it as an acknowledgment field the prospect must check before submitting.
Build this form for your organisation
Start on the free plan, add your branding, and publish an encrypted version in minutes.