Client Intake Form

Complete this form when onboarding a new law firm client. Save the completed version to clients/[client-slug]/README.md.

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Firm Information

• Firm name:
• Website:
• Primary market (city, state):
• Secondary markets (if any):
• Year founded:
• Number of attorneys:
• Firm description (2-3 sentences):

Attorneys to Research

For each attorney the agency will represent:

Attorney 1

• Full name:
• Role at firm:
• Bar number(s) and state(s):
• Primary practice areas:
• Years practicing:
• Bio page URL:
• LinkedIn URL:
• Priority level: High / Medium / Low

Attorney 2

• Full name:
• Role at firm:
• Bar number(s) and state(s):
• Primary practice areas:
• Years practicing:
• Bio page URL:
• LinkedIn URL:
• Priority level: High / Medium / Low

Copy this block for additional attorneys.

Current Directory Presence

List all directories, rankings, and listings the firm currently appears on:

Directory/Site	URL	Attorney	Status (active/outdated/unclaimed)

Current Review Presence

Platform	Rating	Count	Firm or attorney-specific?	URL
Google
Avvo
Martindale-Hubbell
Super Lawyers

Goals

• Primary goal: (e.g., directory inclusion, editorial placement, backlink acquisition, review growth)
• Target directories/publications:
• Budget (monthly):
• Timeline expectations:

Platform Setup

• Client email created (e.g., press@clientdomain.com)
• Attorney LinkedIn profile(s) complete
• Qwoted account registered
• HARO account registered
• Other platform accounts:

Key Contacts

Person	Role	Email	Phone
	Client point of contact
	Approval authority
	Billing contact

Notes

Any additional context, constraints, or priorities.