Client Consultation Questionnaire
This questionnaire is designed to gather essential information about your needs, concerns, and goals to provide the most effective guidance. Please answer the following questions as accurately as possible. All information is confidential.
Part 1: Client Information
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Business/Organization (if applicable)
Referral Source
Part 2: Background Information
What type of criminal justice issue are you seeking assistance with?
Individual Case Assistance
Organizational Policy Review
Risk Assessment and Management
Training and Development
Physical Needs Assessment (plumbing, electrical, cosmetics/aesthetics, etc.)
Other
Please provide a brief description of your situation or the challenges you're facing:
Are there any deadlines or time constraints we should be aware of? If so, please specify and explain
Part 3: Goals and Expectations
What are the primary objectives you hope to achieve through this consultation?
Have your previously worked with a criminal justice consultant or legal professional?
Yes
No
If you answered yes to the previous question, what worked well and what would you have done differently?
Are there specific outcomes and deliverables you expect from our services?
Written Report
Expert Analysis and advice
Training Programs
Policy Recommendations
Other
Part 4: Case/Issue Specifics (if applicable)
If this case involves a legal case, what is the current status?
Pre-trial
Trial in progress
Post-conviction
Other
Are you working with any other professionals on this matter (e.g. attorneys, investigators)?
Yes, please specify _________________________________
No
What documentation or information can you provide for review?
Police Reports
Witness Statements
Case Files
Other
Part 5: Additional Information
Do you have specific concerns or challenges that you would like to address?
Is there any other information we should know before beginning our work together?
Part 6: Administrative Details
Are you aware of the scope of services and the fee structure of Harvey Consulting, LLC?
Yes
No (We will review this during our consultation)
Preferred Date and Time for Initial Consultation
Signature
Thank you for completing this questionnaire. A representative from Harvey Consulting, LLC will review your responses and contact you to discuss the next steps
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