Conrad & Associates APC
Client Intake Form

This form is confidential.  It takes a little time, but it's worth it and it will save you money.

It is important to complete these questions as fully and accurately as possible.  After the initial consultation, you will be paying for the time we spend on your case and you will save expenses by providing us with complete information.

This form is designed to alert us to items to which we should give attention, as well as to provide necessary information.  We do not know the facts of your case as well as you do.  Tell us as much as you know so that we can do the best job for you.  The information you provide will be kept confidential and shall NEVER be shared with anyone.
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Email *
Please provide us any general or background information about you and the other party.  You'll have a chance to go further into this when you meet with your attorney.
What is your full legal name? *
What is your current address? *
How long have you lived in Orange County, California? *
If you need to receive mail from this office and want it sent to a different address, please furnish the desired mailing address here:
What is your current telephone number? *
Your date of birth? *
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Your drivers's license number and state of issue? *
Please provide the last four digit of your Social Security Number. *
Your current age? *
Are you currently employed? *
Required
If yes, please provide the name of your current employer.
What is your job title?
What is your monthly gross income?
What is the full legal name of your spouse, registered domestic partner, the other parent, or other party? *
(Please include any maiden name in parenthesis)
Other party's date of birth? *
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What is your spouse, registered domestic partner, or the other parent's address?
(We will NOT be contacting them unless you retain our services)
What is the other party's telephone number?
(We will NOT be calling unless you retain our services)
How long has the other party resided in Orange County, California?
Other party's driver's license number and state of issue?
(If known)
The other party's Social Security Number?
(If known)
The other party's place of birth?
The other party's current age?
Is the other party employed?
If yes, please provide the name of the employer.
What is the other party's job title?
What is the other party's monthly gross income?
(Estimate if not known)
Marriage, Registered Domestic Partner and Family Information
What was the date of your marriage or registered domestic partnership? *
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Place of marriage?
Do you have a prenuptial or premarital agreement with your spouse or registered domestic partner?
Clear selection
Are you presently living together with your spouse, registered domestic partner, or the other parent?
Clear selection
If no, on what date did you separate?
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I have NEVER been married to, or have NEVER entered into a Registered Domestic Partnership with my child(ren)’s other parent.  
(True or false)
I am visiting the Law Office because:
(Choose any/all that apply)
If you have prior Court Orders, please select any that apply:
Do you have any minor children?
Clear selection
If yes, please give full name, age,  date of birth and sex of each minor child, and indicate whether the child was born of this marriage or of a former marriage of your spouse, registered domestic partner, the other parent, or yourself.
Are you or your spouse currently pregnant?
Clear selection
Divorce or Legal Separation
If you are already divorced or legally separated, please tell us the date of the divorce decree.
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Where did your divorce or legal separation occur?
(City, County or State)
Have any orders been issued by a court modifying the original decree?
Clear selection
If yes, did you or will you bring copies of those orders to your consultation?
Clear selection
Child Custody and Visitation
Who currently has physical custody of the minor child(ren)?
Clear selection
Is the present custody arrangement by:
Clear selection
Are you current seeking custody of a minor child(ren)?
Clear selection
Are there currently any restraining orders or any other type of custody order in effect or pending before the court?
Clear selection
Please bring a copy of any current or pending court orders with me to my consultation.
Clear selection
Child Support
Are you currently paying child support?
Clear selection
If yes, how much per month?
Are you currently receiving child support?
Clear selection
If yes, how much per month?
Are you currently seeking child support?
Clear selection
Has any court ordered child support in your case?
Clear selection
Is the Department of Child Support Services (DCSS) involved in your case?
Clear selection
Do you need to make changes to your current support orders?
Clear selection
Is there anything we should know about the mental or physical health of any party to this matter?
Do you have any children with special needs?
Clear selection
Spousal Support
Do you need to establish/modify a current spousal support order?
Clear selection
If you wish to modify, how much spousal support is currently payable each month?
Are you paying spousal support or receiving it?
Clear selection
There are emergency orders involved in my case or I may need them.  I fear for my safety (and that of my children) because he/she has:
Clear selection
I have a current restraining order against me.
Clear selection
Additional Information
You are almost done!!
Are you or your Spouse, registered domestic partner, or the other parent currently in the U. S. Armed Forces?
Clear selection
Does your Spouse, registered domestic partner, or the other parent have an attorney?
Clear selection
If yes, what is the name of your spouse's attorney?
Do you or your Spouse, registered domestic partner, or the other parent ever carry concealed weapons?
Clear selection
Have you or your spouse, registered domestic partner, or the other parent consulted us for legal advice before?
Clear selection
Please give us a physical description of your spouse or registered domestic partner and the vehicle they drive, if you know it.
If we needed to serve your spouse or registered domestic partner legal papers, what address would be best?  What time of day would be best?
Please give us the name and telephone number of any individual to contact in case we are unable to reach you.
How Did You Hear About Our Firm?
This information has nothing to do with your case, but we appreciate you taking the time to tell us!
I was referred to your office by:
I searched the internet and found you on: *
This is the search term I used online:
Sample: Family Lawyer Laguna Hills
Regarding fees for my initial consultation.  I understand that as a courtesy, the first thirty (30) minutes of this initial consultation are being offered without charge to me.  I further understand and agree that after the initial 30 minutes, I shall be responsible to pay the attorney’s hourly consultation fee rate, prorated at the rate of $300.00/hr.
Clear selection
Today's current date and time is: *
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Time
:
I understand that Conrad & Associates APC has not accepted my representation and will not act as my attorney until I have signed a fee agreement and paid any necessary retainer or other fees.
I understand and agree.
(Please enter your initials below)
A copy of your responses will be emailed to the address you provided.
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