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Employment Law Client Intake Form

Employment Attorney Resource

Build stronger employment law cases with our comprehensive attorney intake form. Systematically document workplace issues, employment history, and evidence for discrimination, harassment, wrongful termination, and wage disputes.

Employment Law Client Intake Form form template preview

Key Benefits

Strengthen employment cases by 40%
Document workplace violations systematically
Wrongful termination case preparation
Discrimination and harassment evidence collection
Wage and hour dispute documentation

Common Use Cases

Employment law attorneysPlaintiff employment lawyersLegal aid organizationsLabor relations attorneysCivil rights law firms

Frequently Asked Questions

Track work schedules, overtime calculations, break periods, timekeeping records, and any off-the-clock work requirements or payment discrepancies. What evidence strengthens employment law cases?
Preserve emails, text messages, witness statements, company handbooks, performance reviews, and any documentation showing pattern of discriminatory or retaliatory behavior.

Checklist

Client Information

Complete client personal information
Required

Full name, address, phone, email, and SSN

Verify client identification
Required

Government-issued ID and verification of identity

Provide emergency contact information
Required

Emergency contact name, relationship, and phone

Employment Information

Document current employment information
Required

Current employer name, address, phone, and position

Document complete employment history
Required

Complete work history for last 10 years

Document original hire date
Required

Date originally hired by current employer

Document current position and duties
Required

Current job title and description of duties

Document department and supervisor information
Required

Department, immediate supervisor, and chain of command

Document work schedule and hours
Required

Regular work schedule, hours per week, and overtime

Document salary and compensation
Required

Current salary, pay rate, and compensation structure

Document performance history
Required

Performance reviews, evaluations, and disciplinary actions

Discrimination Claims

Document discrimination claims

Specific incidents of discrimination and protected characteristics

Identify protected characteristics

Race, color, religion, sex, national origin, age, disability

Document discrimination incidents

Dates, times, locations, and details of discrimination

Harassment Claims

Document harassment claims

Specific incidents of harassment and hostile work environment

Identify type of harassment

Sexual, racial, religious, or other forms of harassment

Document harassment incidents

Dates, times, locations, and details of harassment

Retaliation Claims

Document retaliation claims

Retaliation for protected activities or complaints

Identify protected activities

Complaints, whistleblowing, or other protected activities

Document retaliatory actions

Adverse actions taken after protected activities

Wrongful Termination

Document termination details

Circumstances surrounding termination or constructive discharge

Document termination date

Date of termination or last day worked

Document stated reason for termination

Reason given by employer for termination

Wage Claims

Document wage and hour claims

Unpaid wages, overtime, minimum wage violations

Document overtime violations

Unpaid overtime, misclassification as exempt

Document break time violations

Missed breaks, meal periods, or rest periods

Document off-the-clock work

Work performed before clocking in or after clocking out

Document timekeeping records

Time cards, punch records, and timekeeping system

Leave Claims

Document FMLA claims

Family and Medical Leave Act violations

Disability Claims

Document disability accommodation requests

Requests for reasonable accommodations and responses

Provide medical documentation

Medical records, doctor's notes, and disability documentation

Evidence Collection

Document witness information
Required

Names and contact information for potential witnesses

Obtain witness statements

Written statements from witnesses to incidents

Collect documentary evidence
Required

Emails, texts, memos, and other written evidence

Collect company policies and handbooks
Required

Employee handbook, policies, and procedures

Collect performance documents
Required

Performance reviews, evaluations, and disciplinary notices

Collect pay stubs and wage records
Required

Pay stubs, W-2 forms, and other wage documentation

Collect time and attendance records
Required

Time cards, punch records, and attendance logs

Preserve all communications
Required

Emails, texts, voicemails, and other communications

Complaint History

Document complaint history
Required

Previous complaints filed and responses received

Document internal complaints
Required

Complaints filed with HR, management, or company

Document external complaints

Complaints filed with government agencies

Document responses to complaints
Required

Responses received from company or agencies

Damages Assessment

Calculate potential damages
Required

Lost wages, emotional distress, and other damages

Calculate lost wages
Required

Wages lost due to termination or other violations

Document emotional distress

Emotional impact of workplace violations

Document medical expenses

Medical expenses related to workplace issues

Legal Requirements

Check statute of limitations
Required

Verify claims are within applicable time limits

Exhaust administrative remedies

File charges with appropriate government agencies

Case Strategy

Document client goals and objectives
Required

What client hopes to achieve through legal action

Document settlement preferences

Client's preferences regarding settlement vs. litigation

Final Steps

Review case for completeness
Required

Review all information for completeness and accuracy

Have case reviewed by attorney
Required

Review by qualified employment law attorney

Establish next steps and timeline
Required

Plan next steps and establish timeline for action