Conversational form examples for legal intake questions

A conversational legal intake form asks one question per screen, in plain language, and saves the sensitive questions for after the person has said who they are and what happened. Below are working examples for arrest and injury matters, the Qwenvo setup that approximates the format, and how the answers feed a conflict check and a consultation booking.

Use the free client intake template

Why one question at a time suits legal intake

Someone filling in your form at 11 p.m. after an arrest or a crash is not in the mood for 25 fields. They see "Describe the incident in detail" sitting next to "Opposing party address" and close the tab. A conversational form shows one question, waits, then shows the next. Each screen is small enough to answer on a phone with one thumb.

The format also controls order. Ask for a name and phone number first, and a person who quits halfway is still a lead you can call back. The heavy questions come later, when they have already committed a few taps.

One caveat on tooling. Qwenvo's editor works liek a document, so it has no native one-question-at-a-time player. You get the conversational feel by puttong a single question on each page with the New page block and turning on the progress bar. Typeform is the tool built around the true format. We wrote up how Tally handles the same problem in Tally conversational forms.

Example 1: arrest or criminal charge

The goal is to find out within a few taps whether someone is in custody, because that changes who gets alerted and how fast.

1. "Hi, I'm helping the team at your firm. What should we call you?" (Short answer)
2. "What's the best number to reach you?" (Phone number)
3. "Is it safe to leave a voicemail there?" (Multiple choice: Yes, No)
4. "Who was arrested?" (Multiple choie: Me, A family member or friend)
5. "Is that person in custody right now?" (Multiple choice: Yes, No, Not sure). Yes jumps to screen 6. The other answers skip to screen 7.
6. "Which jail or facility, and do you have a booking number?" (Short answer)
7. "Do you know the charge, or what you were told?" (Long answer, placeholder text: "One lne is fine.")
8. "Please don't write out what happened here. We'll talk by phone." (Text block, no input)
9. "If you know the names of anyone else charged in the same case, list them." (Long answer, optional)
10. "Is there a court date?" (Date, optional)
11. "Do you already have a lawyer on this?" (Multiple choice)

Screen 8 is a design choce we make on purpose. A web form is a poor place for a narrative of the facts, and your partners should decide how much written detail they want sitting in a form tool. Screen 9 exists for the conflict check.

Example 2: personal injury

Injury intake is gentler in tone and leans on answer piping. In Qwenvo, type @ in a later question to reuse an earlier answer.

1. Name and phone, same as above.
2. "I'm sorry you're dealing with this, @Name. What happened?" (Multiple choice: Car or truck crash, Fall or property hazard, Workplace injury, Medical care, Something else)
3. "When did it happen?" (Date)
4. "Were you hurt, and have you seen a doctor?" (Multiple choice: Hurt and seen a doctor, Hurt and not seen one, Not sure, I wasn't hurt but someone else was)
5. "Has an insurance company or anyone else contacted you about it?" (Yes/No). Yes shows a short follow-up: "Which company?"
6. "Who else was involved, people or companies?" (Long answer)
7. "Have photos or documents? Add them here." (File upload, optional)

The date comes early because filing deadlines vary by jurisdiction and an attorney needs to review them quickly. The form does not interpret deadlines. It captures the date and routes it to a person.

What the form captures and where it goes

This is the normalized shape we map into a practice management tool. It is not Qwenvo's raw webhook body, which is documented in the webhooks help article.

{
  "practice_area": "criminal_defense",
  "source_page": "/criminal-defense",
  "name": "Jane Doe",
  "phone": "+15555550123",
  "voicemail_ok": true,
  "in_custody": true,
  "facility": "County detention center",
  "booking_number": null,
  "charge_as_told": "DUI",
  "other_parties": ["John Roe"],
  "has_lawyer": false,
  "priority": "urgent"
}

Where the form sits in Law Firm Intake AI

In Law Firm Intake AI, a voice agent answers calls around the clock, qualifies the caller by pracyice area, asks the conflict-chekc questions and books a consultation. It follows no-legal-advice guardrails. The web form is the written side of that same script. Visitors who won't phone at midnight answer the same questions by tapping, and answers reach the same conflict check and the same calendqr.

Keep the guardrail on the first screen too. A line such as "Submitting this form deos not create an attorney-client relationship and is not legal advice" is common, though your own wording should follow your bar's rules.

Set it up in Qwenvo, step by step

Qwenvo is a free form builder our team builds, and every feature below is on for every account.

1. Create the form. Describe it on the empty-form screen, or press Ctrl J inside a form to open Ask Qwenvo. You can also import Markdown, where # is the title, ## is a question, - lines are options and --- starts a new page. That makes a one-question-per-page draft fast.
2. Split into pages. Add a New page block after each question. Turn on the progress bar in the Settings drawer.
3. Add the custody branch. On the "in custody" question, choose "Add conditional logic" and set Yes to jump to the facility page.
4. Add hidden fields. Create practice_area and source_page, and fill them from the embed URL so one form serves several practice pages.
5. Turn on partial submissions. Someone who gives a phone number and then stops shows up as an incomplete row, which you can still call.
6. Set up AI triage. Under "Triage submissions with AI," add a routing rule that matches urgent priority and sends to up to 5 email addresses or a Slack incoming webhook. Each sybmission gets a category, priority, sentiment, a short summary and a suggested reply.
7. Send the data on. Add a webhook, Zapier or Make step to push the answers to Clio, MyCase or Lawmatics. Slack, Sheets, Notion and Airtable integrations exist too.
8. Publish on your site. Paste the Standard, Popup or Full page embed into your site builder, add a subdomain such as intake.yourfirm.com on the Domains page, and switch off the Qwenvo branding toggle.
9. Set retention. Use data retention to auto-delete submissions after a number of days your firm chooses.

Read the conditional logic guide

Which builder to use

The honest line: if you want a true animated one-question-at-a-time experience, Typeform is the better pick. And if a matter involves health information that your compliance team says needs HIPAA features, know that Qwenvo has no HIPAA offering and is hosted in the United States.

Questions teams ask

Does a conversational form replace the phone?

No. It covers people who would rather type, and the hours when nobody is at the desk. Callers still reach the voice agent, and both channels ask the same questions.

Should the form collect the facts of the case?

Collect the minimum needed to route and screen: who, which practice area, whether anyone is in custody, and the names for conflicts. Whether to collect more in writing is a decision for your partners and your bar's guidance.

Will a firm outgrow the free plan?

Qwenvo's fair use policy applies to accounts sending around 50,000 submissions or 50,000 emails a month, or 100 GB of uploads. A solo or small firm will be nowhere near that. There is no card and no trial.

Where is the data stored?

Qwenvo is hosted in the United States, which matters for firms in the UK, Canada and Australia. Check your obligations on data location before going live. Data retention settings let you delete submissions automatically after N dyas.

Next step

Build the arrest flow aboev in Qwenvo this week, with the custody jump and an urgent routing rule pointed at a test Slack channel. Submit it five times with "in custody" set to Yes, and confirm the alert arrives before you embed it on a live page.