3d • General discussion
Minimum Viable Compliant Intake Form (What Your Contact Form Should Say)
A lot of firms have beautiful sites but scary intake forms. Here’s a simple, “minimum viable” structure you can aim for on any basic contact form. This is not legal advice—use it as a conversation starter with your own attorney.
1. Only collect what you actually need
For a first contact, that usually means:
· Name
· Best contact method (email and/or phone)
· Brief description of the issue
· How they found you
Skip fields that invite sensitive details you don’t really need at this stage (e.g., full SSNs, detailed medical history, long case narratives).
2. Add a clear “not legal advice / no relationship” disclaimer near the form
Place short text right above or below the form, in plain language, such as:
“Submitting this form does not create an attorney‑client relationship. Please do not send confidential or time‑sensitive information. This form is for general inquiries only.”
3. Explain how you’ll use their contact details
One short sentence can go a long way:
· “By submitting this form, you agree we may contact you about your inquiry using the information provided. We do not sell or share your information with third parties for their marketing.”
· If you plan to send marketing emails or texts beyond the initial inquiry, you’ll need more specific consent language and possibly a separate checkbox, especially for SMS. I’ll cover that in a dedicated TCPA + marketing consent post.
4. Link to your Privacy Policy
Under or near the form, include a link: “View our Privacy Policy,” pointing to a page that explains what data you collect, how long you keep it, and how people can contact you about it.
5. What you can do today
Check your current contact form against this list.
· If you’re missing the disclaimer or privacy link, add those first.
· If you’re collecting way more information than you need, consider trimming it back.
If you want feedback, drop a screenshot or link in the comments and say, “Intake form review welcome.” I’ll prioritize those for the first round of walkthroughs.
Thanks for reading! I hope this helps!
0
0 comments
Minimum Viable Compliant Intake Form (What Your Contact Form Should Say)
powered by
skool.com/legal-website-compliance-hub-6050
Legal website compliance for law firms and web pros. Checklists, intake form templates and best‑practice guidance to reduce website‑related legal risk
Suggested communities
Powered by