---
title: "Client matter intake form"
canonical_url: "https://www.nutrient.io/guides/workflow-automation/form-templates/legal/client-matter-intake-form/"
md_url: "https://www.nutrient.io/guides/workflow-automation/form-templates/legal/client-matter-intake-form.md"
last_updated: "2026-06-09T10:25:14.580Z"
description: "Streamline your workflow with our downloadable client matter form for Workflow Automation. Easily import the JSON file into your Workflow Automation instance by following the provided directions."
---

# Client matter intake form

This form can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing forms, refer to [this guide](https://www.nutrient.io/guides/workflow-automation/admin-guide/forms/importing-and-exporting-forms.md).

## Form![client-matter-form.jpg](https://help7.integrify.com/hc/article_attachments/360003445747/client-matter-form.jpg)

[Download the Form](https://www.nutrient.io/assets/nutrient-media/guides/workflow-automation/files/1564/client-matter-intake-information.json.zip)
---

## Related pages

- [Contract review request](/guides/workflow-automation/form-templates/legal/contract-review-request.md)
- [eSignature form](/guides/workflow-automation/form-templates/legal/e-signature.md)
- [Legal](/guides/workflow-automation/form-templates/legal.md)
- [Non-disclosure agreement (NDA)](/guides/workflow-automation/form-templates/legal/non-disclosure-agreement-nda.md)