- 1). Open a new document in your word processing program. Save the document with a name such as "Client Intake."
- 2). Create the blanks and spaces for the information you want to know about your prospective new client as soon as he calls your office. List, for example, the new client's name, address and contact information; the names of any opposing parties, if any; and the type of case.
- 3). Save the form again, this time creating a second copy, or master, that only you can revise.
- 4). Make the finished revisable form available to every user on your system who will need to use the form.
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