CLIENT INTAKE QUESTIONNAIRE
Please complete this form so we can better understand your needs before our introductory call.
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
PREFERRED CONTACT METHOD
Email
Phone
Text
HOW DID YOU HEAR ABOUT US?
Referral
Google/Search
Social Media
Other
HAVE YOU WORKED WITH A PROFESSIONAL IN THIS AREA BEFORE?
Yes
No
If yes, please explain at the end of the questionnaire.
WHAT TYPE OF ASSISTANCE DO YOU NEED?
Business / Corporate
Employment / HR
Contracts / Agreements
Dispute Resolution / Litigation
Intellectual Property / Trademarks
Immigration
Other
BRIEF DESCRIPTION OF YOUR MATTER:
WHAT IS YOUR GOAL OR DESIRED OUTCOME?
ARE THERE ANY DEADLINES?
Yes
No
If yes, please list them at the end of the questionnaire.
Please include any additional information if needed.
DO YOU HAVE DOCUMENTS TO SHARE? Upload any legal or contractual document.
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NEXT STEP:
Once you submit this form, we will send a link to schedule a free15-minute introductory call.
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