Small Claims Case Intake — shared by the community

Who this template is for

Small Claims Case 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 20 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.

• 13 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.
• It allows multiple selections without free text.
• It captures a numeric value you can filter and sort on.

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 Small Claims Case 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 — 3 conditional rules ship with it.

• Features conditional validation: if “Is the other side a person or a business?” is A business, “Business name and trading address” becomes mandatory before the form can be sent.
• Features conditional validation: if “Have you contacted them about it?” is Yes, “What did you send, when, and did they reply?” becomes mandatory before the form can be sent.
• Features conditional validation: if “Has any of it been paid?” is Part of it, “How much has been paid, and when?” becomes mandatory before the form can be sent.
• All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.