CLEARWATER LAW
NEW CLIENT INTAKE FORM
Please complete this form as fully as possible. All information provided is treated as confidential and is protected by client legal privilege where applicable.
1. CLIENT DETAILS
FULL NAME
RESIDENTIAL / POSTAL ADDRESS
SUBURB
MOBILE PHONE
Format: 0000000000.
EMAIL ADDRESS
example@example.com
DATE OF BIRTH
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
2. NATURE OF YOUR ENQUIRY
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Please select the area(s) of law you require assistance with:
Conveyancing / Property
Tenancy
Tribunal (QCAT)
Family Law
Estate Planning / Wills
Commercial / Business
Mediation
Governance / Not-for-profit
Other
Please briefly describe your legal issue or the matter you would like assistance with:
3. TIMEFRAMES & URGENCY
IS THERE A COURT DATE, HEARING DATE, OR STATUTORY DEADLINE? IF YES, PLEASE SPECIFY THE DATE
Urgency Level:
Urgent (action needed within days)
Time-sensitive (within weeks)
No immediate deadline
Please provide any further detail on relevant dates or timing constraints (e.g. settlement date, tribunal hearing, limitation period):
4. OTHER PARTIES INVOLVED
Please list the full names of all other parties, businesses, or organisations involved in this matter (this allows us to conduct a conflict-of-interest check):
5. HOW DID YOU HEAR ABOUT US?
How did you hear about us?
Referral - client
Referral - professional
Online search
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Social media
IF REFERRED, BY WHOM?
6. ACKNOWLEDGEMENT
I confirm that the information provided above is true and correct to the best of my knowledge, and I understand that this form does not constitute a retainer or create a solicitor-client relationship until formally confirmed by Clearwater Law in writing.
CLIENT SIGNATURE
DATE
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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