Incarcerated Client Intake Form

  • Lumera Consulting

  • Clarity. Guidance. Empowerment

  • THANK YOU FOR CHOOSING LUMERA CONSULTING.
  • WE PROVIDE PROFESSIONAL ADMINISTRATIVE SUPPORT, PAPERWORK PREPARATION ASSISTANCE, DOCUMENT ORGANIZATION, AND CONSULTING SERVICES DESIGNED TO HELP CLIENTS NAVIGATE IMPORTANT PROCESSES EFFICIENTLY.
  • WE ARE NOT A LAW FIRM AND DO NOT PROVIDE LEGAL ADVICE OR REPRESENTATION. CLIENTS ARE ENCOURAGED TO SEEK LICENSED LEGAL COUNSEL FOR LEGAL ADVICE OR COURT REPRESENTATION.
  • OUR GOAL IS TO PROVIDE CLEAR, ORGANIZED, AND RESPECTFUL SUPPORT THROUGHOUT YOUR SELECTED SERVICE.
  • WE APPRECIATE THE OPPORTUNITY TO ASSIST YOU.
  • Lumera Consulting | hello.lumerastudio@gmail.com

  • Lumera Consulting

  • SERVICE PRICE LIST

  • SERVICE PRICE LIST
    Service Price
    Intake/ Eligibility Screening $20
    Record Review $75
    Record Sealing $300
    Record Expunction $300
    Clemency Process Guidance $600
    Detainer Review / Guidance Services $400
    Family Related Document Guidance $350
    Basic Divorce Related Document Guidance $250
    Filing Assistance $110 + filing fees
    Notary $10/ signature
    • Prices may vary based on complexity, urgency, document volume, or multi-case matters.
    • Government, court, clerk, fingerprinting, mailing, and third-party fees are separate unless stated otherwise.
    • Payment may be required before services begin.
  • Lumera Consulting | hello.lumerastudio@gmail.com

  • Lumera Consulting

  • Incarcerated Client Intake Packet

  • PLEASE COMPLETE ALL SECTIONS FULLY AND HONESTLY.
  • THIS PACKET ALLOWS US TO REVIEW YOUR MATTER AND DETERMINE IF WE CAN ASSIST.
  • Lumera Consulting | hello.lumerastudio@gmail.com

  • CLIENT INFORMATION

  • PLEASE COMPLETE THE INFORMATION BELOW.

  • DATE OF BIRTH:
     - -
  • EXPECTED RELEASE DATE (IF KNOWN):
     - -

  • SERVICE REQUESTED:

  • Service Requested Options

  • SERVICE UNDERSTANDING

  • Service Understanding Statements
  • Date:
     - -
  • Signed by Client / Signed by Authorized person(s).
  • LUMERA CONSULTING | HELLO.LUMERASTUDIO@GMAIL.COM

  • AUTHORIZED PERSON(S)

  • I AUTHORIZE THE FOLLOWING PERSON(S) TO COMMUNICATE WITH LUMERA CONSULTING ON MY BEHALF.

  • Authorized Person #1

  • Format: (000) 000-0000.
  • May Receive Updates:
  • May Submit Documents:
  • May Sign Administrative Forms:

  • Authorized Person #2

  • Format: (000) 000-0000.
  • May Receive Updates:
  • May Submit Documents:
  • May Sign Administrative Forms:
  • I authorize the persons listed above to communicate with Lumera Consulting regarding my selected services. I understand I may revoke this authorization at any time by contacting Lumera Consulting in writing
  • Date:
     - -
  • LUMERA CONSULTING | HELLO.LUMERASTUDIO@GMAIL.COM

  • AUTHORIZED PERSON(S) ACKNOWLEDGEMENT

  • Acknowledgment

  • I UNDERSTAND THAT LUMERA CONSULTING IS A NON-LAWYER CONSULTING AND DOCUMENT SUPPORT SERVICE AND DOES NOT PROVIDE LEGAL ADVICE OR LEGAL REPRESENTATION.
  • I UNDERSTAND AUTHORIZED PERSONS MAY ASSIST ONLY WITHIN THE PERMISSIONS I SELECTED ABOVE.
  • I UNDERSTAND NO SETTLEMENT DECISIONS, LEGAL STRATEGY DECISIONS, OR REPRESENTATION DECISIONS MAY BE MADE BY AUTHORIZED PERSONS THROUGH LUMERA CONSULTING.
  • I UNDERSTAND I MAY REVOKE OR CHANGE ANY AUTHORIZED PERSON AT ANY TIME BY CONTACTING LUMERA CONSULTING THROUGH AVAILABLE MEANS, INCLUDING MAIL, PHONE, EMAIL, OR WRITTEN NOTICE.
  • I UNDERSTAND REVOCATION BECOMES EFFECTIVE AFTER IDENTITY VERIFICATION AND REASONABLE PROCESSING TIME.
  • I UNDERSTAND LUMERA CONSULTING MAY REFUSE COMMUNICATION WITH ANY AUTHORIZED PERSON IF FRAUD CONCERNS, CONFLICTING INSTRUCTIONS, SAFETY CONCERNS, OR DOCUMENTATION CONCERNS ARISE.
  • I UNDERSTAND FACILITY RESTRICTIONS, MAIL DELAYS, CALL SCHEDULES, OR CUSTODY STATUS MAY DELAY SERVICE TIMELINES.
  • Date:
     - -
  • LUMERA CONSULTING | HELLO.LUMERASTUDIO@GMAIL.COM

  • DETAINER INFORMATION SHEET

  • Have you been told there is a detainer or hold?
  • Date you first learned of detainer:
     - -
  • Who informed you?
  • TYPE OF DETAINER (Check All That Apply)

  • DETAINER INFORMATION SHEET

  • ORIGINATING AGENCY / COUNTY

  • STATUS IMPACT

  • How is this affecting you currently?
  • How is this affecting you currently?

  • PRIOR ATTORNEY / CASE CONTACT

  • Format: (000) 000-0000.
  • Public Defender?

  • PRIOR ATTORNEY / CASE CONTACT

  • DETAINER INFORMATION SHEET

  • CLIENT GOAL: What are you requesting?

  • IMPORTANT DISCLOSURE

    Lumera Consulting is a non-lawyer consulting and administrative support service. We do not provide legal advice, legal representation, or guarantee release, dismissal, transfer, or court outcomes.

    We may assist with document gathering, case information organization, administrative support, and referral guidance.

  • Date:
     - -
  • Date:
     - -
  • Type a question

  • SECURE INFORMATION FORM

    Confidential Client Information

  • This form is used only when sensitive identifying information is necessary to complete the service(s) you requested. Please complete only the sections that apply. Information submitted on this form will be used solely for the intended consulting-related purpose and stored securely.

  • Sensitive Identifiers

    Complete only if required for your requested service.

     

     

  • SOCIAL SECURITY NUMBER:            

  • Client information is handled with professionalism and discretion. Confidentiality may be limited by legal requirements, subpoenas, fraud concerns, safety issues, or where disclosure is otherwise required by law.

  • Date
     - -
  • Type a question

  • SECURE INFORMATION FORM

    Confidential Client Information

  • Use of Sensitive Information

     

    I understand that the information provided on this form may include sensitive personal identifiers. I understand that Lumera Consulting requests this information only when necessary to support the service(s) I selected. I acknowledge that this information will be used solely for the intended purpose of consulting support, document preparation assistance, identity verification, or related administrative support connected to my requested service(s).

     

    I understand that Lumera Consulting does not provide legal advice or legal representation, and submission of this information does not create an attorney-client relationship. I understand that reasonable safeguards will be used to protect my information, but no method of storage or transmission can be guaranteed to be completely secure.

     

    I understand that my information will not be shared with third parties except as necessary for the intended service, with my authorization, or as required by law. I also understand that failure to provide requested information may delay or limit the ability to complete certain services.

  • Client Consent
  • Date:
     - -
  • Date
     - -
  • Type a question

  • CASE BACKGROUND (CRIMINAL CASE SERVICES)

  • Have you previously applied for expungement?
  • Have you previously applied for record sealing?

  • IF YOU HAVE ANY OF THE BELOW INFORMATION, EMAIL IT TO: HELLO.LUMERASTUDIO@GMAIL.COM.

    CASE DETAILS:

    County of Arrest:

    Date(s) of Arrest:

    Charges:

    Disposition:

    ☐ Dismissed ☐ Nolle Prosequi ☐ Withhold ☐ Adjudicated Guilty ☐ Unsure

     

    County of Arrest:

    Date(s) of Arrest:

    Charges:

    Disposition:

    ☐ Dismissed ☐ Nolle Prosequi ☐ Withhold ☐ Adjudicated Guilty ☐ Unsure

     

    County of Arrest:

    Date(s) of Arrest:

    Charges:

    Disposition:

    ☐ Dismissed ☐ Nolle Prosequi ☐ Withhold ☐ Adjudicated Guilty ☐ Unsure

    Do you have any other chargest/arrests on your record?

    ☐ Yes ☐ No

  • DOCUMENT STATUS

  • Which documents do you currently have?

  • CLIENT ACKNOWLEDGMENT

  • Acknowledgment

    By signing below, I understand that Lumera Consulting provides consulting guidance, support services, administrative support, document preparation assistance, organization services only.

     

    I understand that Lumera Consulting is not a law firm and does not provide legal advice or representation.

     

    I understand that NO professional-client legal relationship is created through these services.

     

    I understand institutional mail systems, communication restrictions, approved contact procedures, and institutional rules may affect communication times and service timelines.

     

    I understand authorized contacts may receive updates only if I have granted permission.

     

    I understand that there is NO guarantee of outcome.

     

  • Date:
     - -
  • Date
     - -
  • Type a question
  • Should be Empty: