Intake forms developed for nationally recognized law firms, employing top rated online forms software. (representative firm Questionnaires tab at

Provided by Premier Software for Estate and Elder law 


Explore our sample New Client Intake forms now!
EP Intake, Probate Intake, Trust Administration,
Guardianship , Elder Law

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Comprehensive form features (not found in law practice management systems):

Save & Resume –  Allow users to pick up right where they left off by saving their progress on partially completed form responses.

Calculations – Let your forms do the math for you—build powerful calculations that can total costs, compare dates and so much more. Dynamically calculate for example client asset totals.

Conditional Logic – Control what fields your users see and when they see them with our easy-to-use conditional logic builder. For example, Marital Status single vs married can determine which sets of form fields appear, which precludes the need for separate forms. 

Integrations – payment processing , Zapier connections and MS Power Automate

Workflow – use for document routing to client and relevent staff.

Share –   share hyperlinks provide the means for view only or view/edit access. For example, use a link to the clients Emergency form to share emergency contacts, medical info and advanced healthcare directives.  

Lookup Field – Think of it as a choice field with superpowers! Use it to populate drop-downs, perform calculations or display text from another form’s entries.

Document Merging – Create PDF and Word docs from your entry data, completely customized the way you want.

Repeating Sections & Tables – Collect as much or as little data as your customers can give, without any extra work or adding a lot of clutter.

Data Encryption – Keep your form data safe and sound when you enable entry data encryption and protect fields that contain sensitive information.

Electronic Signatures – Go paperless and collect signatures on every form and on any device.

Entry Sharing – Give your users the ability to update their entries even after they’ve already been submitted.

File Uploads – Capturing multiple files at once, setting file size and type limits—it all comes free with every single Cognito Forms account.

Multi-Page Forms – Get more responses to your complex surveys and long forms with page breaks, progress bars and conditional pages.

Payment – Accept secure credit card payments with PayPal, Stripe or Square. Create payment forms, order forms or collect donations.

Analytics & Tracking – Connect your Google Analytics account to gain user insights, optimize multi-page forms, and improve PPC campaign performance.

Import Form Entries – Use Excel to add entries to your forms. Save time when populating Lookup field data and moving forms between accounts.


             Analytics & Tracking

             Card on File

             Countries, Languages & Currencies

             Data Reporting

             Email Notifications

             Entry Management

             Form Confirmations

             HIPAA Compliance

             Import Form Entries

             Lookup Field

             Quantity Limits

             Rating Scales

             Responsive Forms

             Security

             Spam Prevention

             Style Customization

             Template Sharing

             Unlimited Forms & Fields

             Website Embedding