⚖ Intake27

⚖ Intake27

KN Law Firm

Select Department

⚖️

Criminal Defense

Client intake, lead pipeline, filing status tracker

🏥

Personal Injury

Client intake and case management

🍋

Lemon Law

Vehicle defect cases, repair tracking, demand management

All Cases 0

New Lead 0

Demand Sent 0

Negotiating 0

Litigation 0

Closed — Won 0

Closed — Lost 0

New Lemon Law Case

California Song-Beverly Consumer Warranty Act

Client Information

Full Name *

Phone *

Email

Address

Primary Use of Vehicle

State of Purchase

Vehicle Information

Year *

Make *

Model *

Trim

VIN *

Vehicle Type

Purchase / Lease Date *

Purchase Price ($) *

Mileage at Purchase

Current Mileage

Selling Dealer Name

Dealer City

Warranty Information

Warranty Type

Warranty Expiration Date (if known)

Warranty Mileage Limit (if known)

Still Under Warranty?

Defect / Problem

Defect Description *

Defect Category

Date Problem First Noticed

Mileage When First Noticed

Does it affect safety?

Is vehicle currently drivable?

Repair Attempts

Documents Received

Purchase / Lease Contract All Repair Orders Warranty Booklet Window Sticker (Monroney) Dealer / Manufacturer Communications Title / Registration Loan / Financing Documents BBB / Arbitration Correspondence

Initial Notes

All 0

New 0

Consulted 0

Retained 0

Declined 0

🏥

No PI cases yet. Start a new intake to add one.

Personal Injury Intake

Complete during client call or in-person consultation.

Personal Information

Full Legal Name *

Date of Birth

Home Phone

Cell Phone *

Address

City

State

Email

Marital Status

Driver's License #

DL Expiration

Previous Injuries

Medical Conditions

Emergency Contact

Name

Relationship

Phone

Email

Accident Information

Date of Loss *

Time

Location

Police Report?

Report #

Damages

Injuries

Headed To

Headed From

Speed Limit

Client Speed

Defendant Speed

Description of Accident

Weather Conditions

Airbags deployed?

Seatbelt worn?

Car seat present?

Pictures taken?

Were you moving?

Car towed?

Car drivable?

Ambulance called?

Hospital

Vehicle Location

Passenger Information (if any)

Client Vehicle & Insurance

Year

Make

Model

Color

VIN / License

Insurance Co.

Policy #

Policy From

Policy To

Policy Holder

Claim #

Adjuster

Adjuster Phone

Adjuster Email

Adjuster Fax

Insurance Address

Defendant(s)

Employer & Lost Wages

Employer

Contact

Position / Title

Currently Working?

Expected Return

Hourly Rate

Days Missed

Income Lost

Employer Address

Witnesses

Witness #1 Name

Contact

Address

Witness #2 Name

Contact

Address

Additional Notes

Status & Next Steps

Lead Status

Follow-up in

Referral Source

All Leads 0

New 0

Callback 0

Client Callback 0

Scheduled 0

Consulted 0

Leads

📋

No leads yet. Start a new intake to add one.

Phone Intake

Complete during the call. All fields marked * are required.

Caller Info

Today's Date

Calling on behalf of someone?

Client Information

Full Legal Name *

Date of Birth

Phone Number *

Email Address

Marital Status

Emergency Contact

Name

Relationship

Phone

Case Details

Charges / Allegations *

Is this a DUI case?

Date of Incident

Arrested or Cited?

Custody Status *

Out of custody 🔴 In custody Bail / Bond Own recognizance

Court Information

Courthouse

Court Date

Hearing Type

Background

Priors

Immigration Status

Prior convictions / arrests — list them out

Probation / Parole?

Prob / Parole details

Outstanding Warrants?

Warrant details

Other Pending Cases?

Pending case details

Spoke to Other Attorneys?

Employment Status

Employment details — what do they do / what have they done?

Military History

Physical / Mental / Drug / Alcohol Issues

Potential Witnesses

Incident & Arrest

Summary of what happened

Anything unusual about the arrest, search, or police conduct?

DUI — Additional Questions

Any property damage?

Any injuries?

Breath test — did they blow?

How many times did they blow?

BAC result(s)

Blood sample taken?

PAS (preliminary breath) test?

Field sobriety tests (FSTs)?

Administrative Per Se (APS) hearing scheduled?

DMV hearing requested within 10 days?

License suspended / confiscated?

Prior DUIs?

Additional DUI notes

Referral

How did they hear about us?

Vocational Training / Education

Next Steps

Next step *

Follow-up reminder

✓ Retained Clients

All leads marked as retained.

Declined Leads

All leads that were declined.

Quick Intake

For existing clients — warrant recalls, modifications, quick questions for the attorney.

Client Name

Phone

Case Number (if known)

Court / Courthouse

What do they need help with?

Notes for Attorney

Archive

Leads moved here are hidden from the dashboard but not deleted.

📊 Statistics

All data pulled from your intake records

Leads by Source

Retention Rate by Source

Which sources convert best

Top Charges

Most common case types

Top Courthouses

Where your cases are filed

Pipeline Breakdown

Where leads sit right now

Case Mix

DUI vs. non-DUI breakdown

Monthly Lead Volume

Intakes received per month

✨ Insights

Notable patterns in your data

📄 Documents

Generate pre-filled legal documents ready for signature

📋

Retainer Agreement

All types — configure inside

✍️

977 Waiver

Waiver of personal appearance

🔒

Fee Agreement

Coming soon