Free download — print, fill, or use as a base for your CRM
Client Intake Form (4 sections, signature blocks included)
Use this form to:
- Capture every required case detail before you accept a job
- Document client instructions in writing to prevent fee disputes later
- Authorize specific add-ons (skip trace, stakeouts, GPS logs, after-hours service)
- Establish a clear engagement record under Oklahoma's electronic transactions act
Case information
| Case number | County and court |
| Case type | Date filed |
| Plaintiff | Defendant |
| Hearing or deadline date | Statutory deadline |
| Attorney of record (firm + bar #) | Opposing counsel |
Subject and service details
| Full legal name of subject | Aliases / DBAs |
| Primary address | Best time to attempt |
| Secondary or work address | Vehicle (make, model, plate) |
| Description (height, build, hair) | Photo on file? Y / N |
| Co-residents | Known animals on property |
Special instructions
| Service method requested | Stakeout authorized? Y / N |
| Time-window restrictions | Witness required? Y / N |
| Skip-trace authorized? | GPS log required? |
| Safety concerns / known risks | Other |
Billing & authorization
| Service rate (standard / rush / same-day) | Mileage rate |
| Skip-trace fee (if any) | Notarization fee (if any) |
| Retainer paid | Balance due |
| Payment method | PO or matter number |
| Client signature & date | Server signature & date |
Tips before you hand it to a client
- Pre-fill your standard rates and policies so the client only fills the case-specific fields.
- Add a one-line confidentiality clause if you handle sensitive matters (family, protective orders).
- If you e-sign, keep an audit log — Oklahoma recognizes electronic signatures, but only with a verifiable record.
- Have an attorney review your fee structure annually for compliance with Oklahoma billing rules.
Looking for the rest of the operations toolkit? View all 30 free downloads including the field sheet, attempt log, and chain-of-custody form.
Disclaimer
The information on "Process Server Client Intake Form" is provided for general informational purposes only and does not constitute legal advice. Laws change frequently, and the information presented may not reflect the most current legal developments. Just Legal Solutions is not a law firm, and no attorney-client relationship is created by your use of this website or any tools provided herein. For advice regarding your specific situation, please consult a licensed Oklahoma attorney. Process serving requirements may vary by county and court — always verify current rules with the appropriate court clerk.
Sources cited include Oklahoma Statutes, Oklahoma Rules of Civil Procedure, and court administrative materials. Citations are accurate to the best of our knowledge as of the publication date. Always verify statutes at oklegislature.gov or court rules at oscn.net.