Legal & consent 32 questions 3 pages About 11 min to fill in

Traffic Offense Intake Form Template

Get the charge, the circumstances, the client's licence history and the court date in one structured intake before the consultation.

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Traffic offense intake
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Use this template Every question, option and rule can be changed in the designer.

What is the traffic offense intake form template?

Traffic and driving cases move fast. A response deadline on a ticket or a first court date is often only weeks away, and the outcome can turn on details — how a speed was measured, what test was given, how many points are already on the licence, whether the client drives for work.

This three-page intake collects them. The client gives their contact details, date of birth, where their licence was issued and what kind they hold; commercial licence holders see a note, and everyone is asked whether they drive for work. The offence page asks the charge, the wording on the paperwork, ticket number, date, time and location, with follow-ups for speeding (speed, limit and how it was detected) and drink or drug driving (sample type and reading).

Accident, injuries, arrest and on-the-spot suspension come next, then the client's own account. The final page covers points, prior offences, the court and date, what the client is thinking of doing, hardship and uploads. Each intake is saved as a PDF in your FileIt vault.

Best for
Traffic lawyers, motoring solicitors and DUI defense firms
Filled in by
The driver facing the charge
Time to complete
About 8-12 minutes
Includes
Licence details, charge-specific follow-ups, prior record, court date, hardship, uploads

Who uses a traffic offense intake form?

  • A driver with a speeding ticket considering whether to contest it
  • A DUI or drink driving case needing quick intake before a first hearing
  • A commercial driver worried about their job if they lose their licence
  • A client close to the points limit asking about hardship arguments
  • A careless driving charge after a collision
  • A firm's website intake for out-of-hours enquiries

Questions on this traffic offense intake form

32 questions over 3 pages · includes file upload, conditional questions, multiple pages, consent checkbox.

1 About you

  • Your name*
  • Email*
  • Phone*
  • Date of birth*
  • Licence issued by (state or country)*
  • Licence held* Car · Motorcycle · Commercial (CDL, HGV or PSV) · Learner or provisional · No licence
  • Do you need to drive for work?*

2 The offence

  • What is the charge?* Speeding · Drink or drug driving (DUI/DWI) · Careless or reckless driving · Driving without insurance · Driving while disqualified or suspended · Using a phone while driving · Red light or stop sign · Failing to stop or report an accident · Other
  • Charge as written on the paperwork
  • Ticket, citation or case number
  • Date of the offence*
  • Approximate time
  • Location*
  • Alleged speed and limit asked only when it applies
  • How was it detected? asked only when it applies Fixed or mobile camera · Officer with radar or laser · Police car following · Not sure
  • Did you give a breath, blood or urine sample? asked only when it applies Breath · Blood · Urine · Refused or unable · None
  • Reading, if you were told it asked only when it applies
  • Was there an accident?*
  • Was anyone injured?* asked only when it applies
  • Were you arrested?
  • Was your licence taken or suspended on the spot?
  • What happened, in your words*

3 History, court & documents

  • Points or demerits currently on your licence
  • Previous driving offences in the last 5 years* None · Minor tickets only · A serious offence, such as DUI or disqualification · Not sure
  • Details of previous offences asked only when it applies
  • Court
  • Court date or response deadline
  • What are you thinking of doing? Contest the charge · Admit it and explain the circumstances · Not sure — I need advice
  • How would losing your licence affect you or others?
  • Ticket, summons and other paperwork
  • Do you have dashcam footage or witnesses?
  • Before you submit*

The traffic offense intake form, page by page

1 About you

The client enters their name, Email, Phone and Date of birth, where the licence was issued and which licences they hold — car, motorcycle, commercial, learner, or none. Commercial holders see a short note. Do you need to drive for work? is required.

2 The offence

What is the charge? lists speeding, drink or drug driving, careless or reckless driving, no insurance, driving while disqualified, phone use, red light or stop sign, and failing to stop, plus Other. The charge wording, ticket number, date, time and location follow. Speeding asks the alleged speed and limit and how it was detected; drink or drug driving asks which sample was given and the reading. Questions about an accident, injuries, arrest and licence suspension lead into the client's own account.

3 History, court & documents

Points or demerits on the licence and previous offences in the last five years come first, with details if any. The Court and court date or response deadline follow, and What are you thinking of doing? offers contest, admit and explain, or not sure. A hardship question, uploads for the ticket and paperwork, a dashcam and witnesses question and an acknowledgement close the form.

Make the template yours

  • Rename the charge list to match the offences in your jurisdiction
  • Change points or demerits to whatever system your licensing authority uses
  • Add a question about vehicle ownership or company vehicles
  • Add a fixed-fee paragraph for common offences if you offer them
  • Notify a duty lawyer's phone by email for DUI enquiries
  • Ask for the notice of intended prosecution date if you work in England and Wales

Tips for a better traffic offense intake form

  • Check the response deadline on the paperwork first
  • Ask for photos of every page of the ticket or summons, front and back
  • Dashcam footage can be overwritten quickly — tell clients to save it now
  • Hardship details are easier to gather early than the week of the hearing
  • Don't let the client's own account replace a proper interview

Every response becomes a PDF in your vault

Each intake is saved as a PDF in the vault folder you choose, with the paperwork attached. Your team is emailed straight away, and the client can get a copy.

Sort the Responses table by court date to prioritise. The CSV export helps you track case types and outcomes.

  1. Start from this template. It opens in the FileIt Forms designer — change any question, add pages, set the rules for when questions appear.
  2. Share it. Turn on a public link, or send it to people by email, each with their own link. They don’t need a FileIt account.
  3. Get the answers as PDFs. Each response is saved as a PDF in the vault folder you choose, with uploaded files attached — and listed in a Responses table you can export to CSV.
Use the traffic offense intake template — it’s free

Traffic offense intake form: frequently asked questions

Is this traffic offense intake template free?

Yes. It's a starter template in the FileIt Forms app on every account.

Does the form tell clients whether they'll win?

No. It collects facts for a lawyer to review. The acknowledgement makes clear the firm isn't acting yet.

Can it be used in the UK and the US?

Yes. It uses both licence and license-style terms such as DUI and drink driving, and points or demerits. Rename to match your area.

Do clients need a FileIt account?

No. They use the link on your website or one you send.

Can clients upload photos of their ticket?

Yes. The paperwork upload takes PDFs and phone photos, up to ten files.

What about serious charges like dangerous driving causing injury?

Use the Other option and the account box, or point those clients to a fuller criminal defense intake.

Use this template — free