Intake for Consumer Clinics

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Consumer Rights Workshop

What are [all of] your (advocates) name(s)? *

What date did you meet with the client? *

Client's name? *

Who was your primary attorney-supervisor? (first name only ok)

What is the background on the issue the client came in for? *

(include details such as what details the client initially shared with you, what documents the client has, what the client has done so far to advocate for self, deadlines, etc.)

Did the client raise any other issues that were not the main focus of the appointment?

(Please summarize and keep brief)

What was the client's goal in coming to seek our services? *

(e.g. The client wants a full refund. The client wants this account off her credit report. The client wants help knowing how to respond to lawsuit.)

What did you do in the course of the appointment? *

(include details on calls made, information obtained, documents prepared, correspondence sent, etc.)

What other advice was the client given? *

(include details on advice about options client does/ does not have, steps client should/ should not take, etc.)

What follow up can we expect from the client? *

(e.g. We told them to call if they get a response. We told them we can't help them further.)

Please complete the following steps to create the file. *

Send ALL word files to Miguel at msoto@ebclc.org

Label a blue folder with client's name (LASTname, FIRSTname)

Two-hole punch all papers.

Place green intake sheet (and any other colored intake sheets) and the brief services form on the left side of the folder.

Place all documents prepared and copies of documents on the right side of the folder.

Place the completed folder in the brown accordion CRW folder.

Required

Submit

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