Client Intake Forms & Checklists
Professional Word (.docx) templates for criminal case intake. Includes a comprehensive intake form, bilingual EN/ES client information sheet, and new case appointment checklist for conflict panel attorneys.
Download Templates
Click to generate and download each template. Word documents include placeholder fields for your specific case and client information.
Criminal Case Intake Form
Comprehensive intake form covering case info, client details, prior record, witnesses, evidence, immigration consequences (PC 1016.3), and initial defense assessment.
Bilingual Client Info Sheet (EN/ES)
Short client self-fill form with English and Spanish on the same page. Designed for in-custody clients and those with limited English proficiency.
New Case Appointment Checklist
48-hour checklist for new conflict panel appointments covering initial steps, discovery review, motion practice assessment, and billing setup.
What's in Each Template
Criminal Case Intake Form
Bilingual Client Information Sheet (EN/ES)
Every field appears in both English and Spanish on the same page — designed for clients to fill out themselves, even while in custody.
New Case Appointment Checklist
Complete within 48 hours of receiving appointment. Delay in client contact can constitute ineffective assistance of counsel.
Intake Best Practices
Always Check Immigration Status
PC 1016.3 requires defense counsel to investigate immigration consequences. Ask about status BEFORE plea negotiations begin.
Use the Bilingual Form
For Spanish-speaking clients, use the bilingual sheet as the first step. Then complete the comprehensive intake form yourself during the interview.
48 Hours is Critical
Use the appointment checklist to ensure you complete all critical steps within 48 hours. In-custody clients have immediate bail hearing rights.
Document Everything
Your intake form is your first case record. Thorough documentation protects against ineffectiveness claims and supports PC 987.9 funding requests.
Related Resources
Effective Mitigation Guide
Includes 68-item social history questionnaire and PC 987.9 funding motion
Pretrial Detention Reduction
Bail reduction and OR release motion templates
Diversion Advocacy
Mental health, military, and misdemeanor diversion templates
Quick Reference Cards
Deadlines, code sections, motions, bail, and client rights
Expert Witness Directory
Forensic psychologists, investigators, interpreters, and more
All Practice Guides
8 comprehensive guides with 27+ downloadable templates
30+ Professional Templates for Panel Attorneys
From intake forms to sentencing motions, you have access to every template you need to practice effectively as a conflict panel attorney in the Bay Area.