Phone Intake — Staff Use Only — The Woodlands Law Firm

Caller Information & Matter Details

Enter all information below. Required fields are marked. Proceed to the review screen when complete.

Client & Contact

First Name * First name is required.

Last Name * Last name is required.

Phone Number * Enter a valid phone number.

Email Address Enter a valid email address.

Preferred Contact Method

Phone

Text

Language

Referral Source

Staff Assignment

Taken By (Staff)

Call Date (Staff)

Matter Details

Type of Matter * Select a matter type.

County

Date of Incident

Business / Company Involved

Opposing Party / Defendant Used for preliminary conflict check.

Summary of Matter * A summary is required.

Damages / Losses

Internal Notes (Staff)

Urgency Level *

Low

Normal

High — Deadline Soon

Urgent — Imminent

Review & Save

Confirm all information is accurate before submitting. This record will be sent to the intake workflow immediately upon saving.

Privilege & Confidentiality. This record is protected by attorney-client privilege to the extent permitted by Texas law. Submission routes to our secure n8n intake pipeline and will be reviewed by an attorney. Do not share this entry externally.

Intake Saved

The record has been sent to the intake workflow. A lead ID has been assigned and the matter is queued for attorney review.

LEAD-PENDING