Case Management Intake Form

Case Management Intake Form Template for Singapore

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Key Requirements PROMPT example:

"Need a Case Management Intake Form for our Singapore law firm's new digital platform, with specific focus on PDPA compliance and integration with our case management software, to be implemented by March 2025."

What is a Case Management Intake Form?

The Case Management Intake Form serves as a critical tool in Singapore's legal practice for systematically gathering and recording client and case information at the outset of legal representation. This document ensures compliance with Singapore's regulatory requirements while facilitating efficient case management and conflict checking processes. It includes sections for personal data collection (governed by PDPA), matter details, risk assessment, and client declarations. The form is designed to capture all necessary information required for legal representation while maintaining proper documentation standards and protecting client confidentiality.

What sections should be included in a Case Management Intake Form?

1. Client Information: Basic personal details, contact information, and identification

2. Matter Details: Nature of case, key dates, jurisdiction, and brief description

3. Conflict Check Information: Details needed for conflict of interest checks

4. Privacy Notice: PDPA compliance statement and data handling policies

5. Client Declaration: Confirmation of information accuracy and consent

What sections are optional to include in a Case Management Intake Form?

1. Financial Information: Required for legal aid applications or means testing - use when legal aid cases or financial assessment is needed

2. Medical Information: Health details relevant to the case - use for personal injury, medical negligence, or disability-related cases

3. Interpreter Requirements: Language assistance needs - use when client requires language support

4. Risk Assessment: Evaluation of case risks and special handling requirements - use for high-risk or sensitive cases

What schedules should be included in a Case Management Intake Form?

1. Document Checklist: List of required documents for the case

2. Fee Schedule: Applicable fees and payment terms

3. Authorization Forms: Client authorizations for information access

4. Supporting Documentation List: Index of documents provided by client

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Legal Services
Healthcare
Social Services
Government

Relevant Teams

Legal Operations
Client Services
Compliance
Records Management
Risk Management

Relevant Roles

Legal Case Manager
Paralegal
Attorney
Legal Administrator
Compliance Officer

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Let's create your Case Management Intake Form

What is a Case Management Intake Form?

What sections should be included in a Case Management Intake Form?

What sections are optional to include in a Case Management Intake Form?

What schedules should be included in a Case Management Intake Form?

Authors

Alex Denne

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