Pre-Client Intake Form
Date: *
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Name of Organization or Individual needing assistance: *
Your answer
Name of Person Filing Form: *
Your answer
Title of Person Filing Form: *
Your answer
Telephone Number of Person Filing Form: *
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Email of Person Filing Form:
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Please identify what type of legal services are requested:
In your own words, briefly describe what legal services you are requesting:
Please note that we have not yet decided whether to accept representation in this matter. Therefore, we ask that you only provide a brief description of what services are being requested (e.g. Help preparing Operating Agreement; Defend organization in commercial liability matter involving collision of our vessel and ABC Corporation's vessel; Provide title opinion on certain tract of land). You may choose to discuss in person if preferred.
Your answer
If available, please list and describe other parties involved in the event, transaction or other dealing which has prompted your request for legal services:
Once again, we have not yet decided whether to accept representation in this matter. In accordance with our Rules of Professional Conduct, we must first complete a conflicts check to determine whether we can offer legal services. Therefore, we ask that you only provide a brief description of other parties involved (e.g. John Doe - Lessor of boat fleet; XYZ Non-profit Association - Grant consulting firm). Please be thorough in your response to this request. If an undisclosed party is later determined to cause a conflict of interest with our firm, we may be forced to withdraw as counsel.
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If you are being sued, please provide the date in which you were served with a Petition/Complaint:
Caution: We do not represent that we will be able to respond to this request in time to meet the deadline for filing your Answer to the Petition/Complaint. A citation should be provided with your Petition/Complaint letting you know when an Answer is due. It is incumbent on you to meet this deadline.
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Do you have an insurance company who will potentially be providing coverage for this legal request? If so, please provide the name of the insurer:
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Please include any additional comments you would like to add:
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Please check the box for types of fee arrangements you would like to discuss:
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