HelloForms
Legal · free template

Client Document Request Form

A single secure request listing every document needed, with upload slots and a deadline.

A ready-to-use legal & professional services form for law firms and in-house legal teams: 10 questions, 1 page, 3 conditional rules.

Questions
10
Pages
1
Layouts
card · classic
Conditional rules
3
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Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Client document request

Attach a file up to 10 MB.

Any file type up to 10.0 MB (larger files are rejected) · uploads are saved on the live form

2 questions are hidden by conditional logic right now — change an answer above to reveal them.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Client Document Request Form 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 10 questions across 1 screen.
  • 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.

  • 6 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It accepts a document or photo upload as evidence.
  • It allows multiple selections without free text.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

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 Client Document Request Form 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 advanced show logic: if “Documents requested” includes Other, the form dynamically exposes “Describe the other documents”. Otherwise that question never appears.
  • Features conditional validation: if “Documents requested” includes Other, “Describe the other documents” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Anything you cannot provide” is answered, the form dynamically exposes “Alternative evidence note”. Otherwise that question never appears.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

Chasing paperwork by email usually produces a scattered thread of attachments with no record of what is still missing, and this form is designed to replace that thread with one list. Documents requested are presented as a checklist rather than free text, since a client reading a checklist knows immediately what they still need to find, and selecting other opens a field to describe anything outside the standard list. The upload field sits directly under the checklist so there is no ambiguity about where the files belong. A separate question for anything the client cannot provide matters more than it looks, because a case handler needs to know about a gap immediately rather than discovering it when the file is reviewed later; an answer there reveals a short note about alternative evidence that might be accepted instead. The deadline acknowledgement and the final confirmation that documents are complete and accurate close the form as a simple compliance record, useful later if a question arises about what was submitted and when.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Document request

  • Client namerequired
  • Matter referencerequired
  • Documents requestedrequired
  • Describe the other documents
  • Upload your documentsrequired
  • Anything you cannot provide
  • Alternative evidence note
  • Deadline acknowledgedrequired
  • Preferred contact for questions
  • Confirm the documents are complete and accuraterequired

10 questions in total.

How the form changes as it's filled in

This template ships with 3 conditional rules, grouped into 3 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Documents requested”

  • Reveals questions

    If “Documents requested” includes Other, the form reveals “Describe the other documents”.

  • Makes answers required

    If “Documents requested” includes Other, “Describe the other documents” becomes required before the form can be submitted.

Driven by “Anything you cannot provide”

  • Reveals questions

    If “Anything you cannot provide” is answered, the form reveals “Alternative evidence note”.

Set it up step by step

  1. 1

    List every document as a checklist item

    A checklist tells the client exactly what remains outstanding at a glance.

  2. 2

    Put the upload field directly under the list

    Removing ambiguity about where files go increases the number of complete submissions.

  3. 3

    Follow up immediately on stated gaps

    A client naming what they cannot provide needs a quick reply, not silence until the deadline.

  4. 4

    Keep a copy of the confirmation for the file

    The completeness confirmation is a useful record if a dispute arises later about what was submitted.

Mistakes to avoid

  • Requesting documents by email with no single list of what is outstanding.
  • Not asking what a client cannot provide, then discovering the gap at the last minute.
  • Skipping the deadline acknowledgement and assuming the client understood the timeframe.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Check the uploads against the checklist, follow up on any stated gap, and log the completeness confirmation against the matter file.

Works in both layouts

Browse card templatesBrowse classic templates

Forms that overlap this one

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Privacy & compliance

This form collects identity or financial details. Enable encrypted answers on the sensitive fields, avoid emailing full values in notifications, and delete responses once the check is complete.

Frequently asked questions

What file formats should clients be able to upload?

PDF, JPEG and common office formats cover most document types clients are asked for.

How is a missing document followed up?

The alternative evidence note prompts a reply, but a case handler should still confirm by phone or email.

Should this be used for ongoing matters or just new ones?

Either — it works equally well as a standalone request mid-matter.

Is this suitable for sensitive documents like bank statements?

Yes, provided the upload storage is secure and access is limited to those working the file.

Is the Client Document Request Form template free to use?

Yes. You can preview and test Client Document Request Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Client Document Request Form template ask for?

It asks 10 questions across 1 page, 6 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Client Document Request Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card and classic layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this legal & professional services form work?

3 conditional rules ship with the template: Features advanced show logic: if “Documents requested” includes Other, the form dynamically exposes “Describe the other documents”. Otherwise that question never appears. Features conditional validation: if “Documents requested” includes Other, “Describe the other documents” becomes mandatory before the form can be sent. Features advanced show logic: if “Anything you cannot provide” is answered, the form dynamically exposes “Alternative evidence note”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Client Document Request Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Client Document Request Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Can respondents upload files?

Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.

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