Business Legal Needs Assessment Form
Thank you for your interest in our firm. This short form helps us understand your business and legal needs before our initial call.Important: Please do not share confidential or sensitive information in this form. Submitting this form does not create an attorney-client relationship. An engagement is established only through a signed engagement agreement.
Contact Information
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Best Method of Contact
Please Select
Email
Phone
Text
Business Information
Business Name
*
Business Website
State(s) Where the Business Operates
*
Entity Type
Please Select
LLC
S-Corporation
C-Corporation
Partnership
Sole Proprietorship
Nonprofit
Not yet formed
Other
Industry
*
Brief Description of What the Business Does
*
Approximate Number of Employees
Please Select
Just me
2–5
6–10
11–25
26–50
51+
Approximate Annual Revenue
Please Select
Pre-revenue
Under $100K
$100K–$500K
$500K–$1M
$1M–$5M
$5M+
Prefer not to say
Legal Needs
Type of legal support needed
*
Ongoing outside general counsel (OGC)
Specific project or one-off matter (a la carte)
Not sure — would like to discuss
Areas needed help with
Contract drafting or review
Entity formation or restructuring
Operating agreements, bylaws, or governance documents
Employment and HR
Independent contractor agreements
Intellectual property (trademarks, copyrights, licensing)
NDAs and confidentiality agreements
Commercial leases or real estate
Vendor or client agreements
Mergers, acquisitions, or business sales
Investor or financing agreements
Regulatory compliance
Privacy policies, terms of service, website compliance
Dispute resolution or pre-litigation strategy
General legal advice or strategy
Other / Not sure
Brief description of the situation and desired outcome
*
Urgency
Immediate — within 1 week
Soon — within 30 days
Within the next quarter
Exploratory — no specific timeline
Names of other parties involved for conflict-check purposes
Scheduling and Wrap-Up
Preferred Initial Call Time
*
Preferred Call Format
*
Phone
Zoom or video
Either
How did you hear about the firm?
*
Anything else we should know before the call?
Acknowledgments
Acknowledgment of no attorney-client relationship until engagement letter is signed
*
I understand that submitting this form does not create an attorney-client relationship and that such a relationship is formed only upon execution of a signed engagement letter
Other
Acknowledgment regarding confidentiality before engagement
*
I understand that information shared before engagement may not be protected as confidential
Other
Authorization to contact you
*
I authorize the firm to contact me at the email address and phone number provided
Other
Electronic signature - type your full name
*
Submit
Should be Empty: