Business Law Intake Questions
Customize intake questions for business and corporate matters. Include entity information, ownership structure, and legal matter details. Download as PDF or DOCX.
What this includes
- Business entity information
- Ownership structure and percentages
- Type of legal matter
- Existing agreements and documents
- Timeline and opposing party details
Customize Questions
Preview
18 questionsBusiness Law Intake Questionnaire
18 questions across 4 sections
Please complete all fields below. Required questions are marked with an asterisk (*).
Contact Information
1. Your Name*
2. Your Role in the Company*
3. Email Address*
4. Phone Number*
Business Information
5. Business Name*
6. DBA / Trade Name (if different)
7. Entity Type*
8. State of Formation
9. Year Established
10. Industry / Nature of Business*
Ownership
11. Number of Owners/Shareholders*
12. Owners/Shareholders (names and percentages)
13. Do you have an operating agreement or bylaws?
Legal Matter
14. Type of Legal Matter*
15. Describe Your Legal Matter*
16. Opposing Party (if applicable)
17. Timeline or Deadlines
18. Have you worked with an attorney on this matter before?
This questionnaire is for informational purposes only and does not constitute legal advice.
How to use this tool
Review the questions
Browse through the pre-built sections and questions tailored for your practice area.
Customize as needed
Toggle questions on/off, edit the text, mark as required, or add your own questions.
Download and distribute
Export as PDF to print, or DOCX to edit further. Share with clients during consultations.
Frequently asked questions
What questions should I ask in a business law intake?
Key questions include the entity type, ownership structure, nature of the legal matter, any existing agreements, and relevant deadlines. This template covers all essential business law intake fields.
Why ask about entity type and formation state?
Entity type affects liability, taxation, and governance requirements. The state of formation determines which laws apply and where filings must be made. This is essential for any business-related legal work.
Should I ask about operating agreements or bylaws?
Yes. Existing governance documents affect how decisions are made, disputes are resolved, and ownership can be transferred. Reviewing these early prevents surprises and informs your legal strategy.
Is this tool free to use?
Yes. This intake questions builder is completely free. Customize the questions, download as PDF or DOCX, and use them in your practice. No account required.
Can I edit the questions?
Yes. Click on any question text to edit it inline. You can also toggle questions on/off, mark them as required, and reorder them within sections.
What file formats can I download?
You can download your customized intake questionnaire as either a PDF or DOCX file. Both formats are ready to print or share with clients.
Do you save my customizations?
No. This tool does not save or store any data. Your customizations exist only in your browser session. Download your questionnaire before leaving the page.
Can I collect these forms online instead of on paper?
Yes. Weavelyn's intake software lets you create online forms based on these templates. Clients fill them out securely, and you receive submissions in a centralized dashboard.
Ready to streamline your business law intake?
Turn this questionnaire into an online form. Clients submit securely, and you manage everything in one dashboard.