Power of Attorney Intake — shared by the community

Who this template is for

Power of Attorney Intake is built for law firms and in-house legal teams who need to intake a matter with the facts, parties and consent recorded.

• Law firms and in-house legal teams working in legal & professional services.
• Teams who need to intake a matter with the facts, parties and consent recorded without writing code or paying for a custom build.
• Anyone replacing conflict checks delayed by missing intake detail with one structured record per enquiry.
• Respondents are clients and claimants — the form asks them 18 questions across 2 screens.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of conflict checks delayed by missing intake detail and turns each submission into a record your team can act on immediately.

• 9 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It collects a verified email address so replies and confirmations land.
• It captures a phone number for urgent follow-up.
• It accepts a document or photo upload as evidence.
• It pins the request to a specific date.
• It captures a full postal address.
• Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
• Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Power of Attorney Intake lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Check the upload limits on the file question so respondents can attach what you actually need.
5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

• Features conditional hiding: if “Which decisions should the appointment cover?” is Health and welfare only, “Any limits on financial decisions?” is removed from the form and is never submitted.
• Features conditional hiding: if “Must the attorneys act together?” is They must act together on everything, “Which decisions can an attorney make alone?” is removed from the form and is never submitted.
• Features conditional validation: if “Do you want to name a replacement attorney?” is Yes, “Replacement attorney name and address” becomes mandatory before the form can be sent.
• Features advanced show logic: if “When should the appointment start?” is Only if I lose capacity to decide, the form dynamically exposes “Anything the firm should know about current health or care?”. Otherwise that question never appears.
• All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.