Fractional GC/CLO Intake Form

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Name
First Name
Middle Name
Last Name
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What’s the best email address for confidential legal communication?* This field is required.
example@example.com
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Please share the best number to reach you directly for scheduling or follow-up.* This field is required.
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What is the name of the business, brand, or venture you need legal support for?* This field is required.
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How would you best describe the current stage of your business or brand?* This field is required.
Launching a new venture
Experiencing early-stage growth (1–3 years)
Well-established and expanding (3–10 years)
Scaling nationally or globally (10+ years)
Other
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What industry or market sector best describes your business?
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What type of business do you operate?* This field is required.
Professional Services (Law, Medical, Therapy, Accounting, etc.)
Faith-Based Organization or Nonprofit
Consulting
Coaching
Online Courses
Digital Products
Speaking & Media
Business Services (Branding, Marketing, etc.)
Retail
e-Commerce
Other
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Which of the following legal areas are most critical to your business right now? (Select all that apply)* This field is required.
Business formation, structuring, or governance
Contracts, negotiations, and deal structuring
Trademark or copyright protection
Identifying & protecting proprietary information, frameworks, and policies
Employment law & HR compliance
Regulatory compliance or risk management
Legal guidance for media, entertainment, or influencer brand deals
Cross-border or international legal matters
Other
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Do you currently work with legal counsel?* This field is required.
Yes, full-time general counsel
Yes, I work with outside counsel
No, I DIY legal matters or seek counsel as issues arise
No, I do not work with legal counsel
Other
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If you worked with an attorney before, what was your experience like?Do not include names. However, include what service you would like to have when working with an attorney, and if your past experience(s) met your expectations.
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What assets do you currently want to protect, audit, or expand?* This field is required.
My brand name, logo, slogan, or product names
My digital course, membership, or coaching program
My book, audio content, or proprietary written materials
Licensing opportunities (e.g., brand collaborations, white labeling, affiliate partnerships)
Content or curriculum I want to license or protect
My speaking platform or media visibility
Business contracts or agreements that need a legal audit
Website policies or online compliance
My intellectual property portfolio (audit + strategy)
My team structure (contractors, employees, or partners)
A strategic plan to protect and scale my brand
Other
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When are you looking to secure ongoing legal support at the executive level?* This field is required.
Immediately
Within 30 days
Within 90 days
Gathering information for strategic planning
Other
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Do you have registered trademarks or registered copyrights?* This field is required.If you answered 'yes" to this question, please feel free to provide additional information below
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How many hours of legal support do you estimate your business will require monthly?* This field is required.
Up to 5 hours
6–10 hours
11–15 hours
11–15 hours
16+ hours
Not sure yet—recommend a tier for me
I want to discuss a custom tier option
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Which Fractional General Counsel tier are you most interested in at this time?
Tier 1: Essential Legal Support – $5,000/month
Tier 2: Enhance Legal Support – $7,500/month
Tier 3: Elite Legal Support – $10,000/month
Other
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What is the deeper “why” behind your brand or business?
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What would it mean for you to receive legal clarity and support that honors both your business goals and your spiritual growth?
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What role does faith, purpose, or spiritual alignment play in the way you lead your business?
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Which best describes how you approach legal decisions in your business?
I move with clarity and decisive action
I gather insight but take time before committing
I tend to delay legal decisions until they become urgent
I’m building a new approach to how I handle legal matters
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Are you ready and able to invest in ongoing legal services if accepted?* This field is required.
Yes, I’m ready to invest in myself and my business
I’d need a payment plan
Not at this time. However, I am interested in scheduling a consultation call with you
Not at this time
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How ready are you to engage with a strategic legal partner who treats your business like a billion-dollar brand?
I’m fully ready and aligned—this is what my business needs
I’m almost there—I just need clarity on the structure
I’m exploring, but I know I need expert legal guidance
I’m not quite sure yet—I may need a lower level of support
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What mindset best reflects your current business journey?
I’m building something that must be legally protected from the start
I’m scaling and need smart legal infrastructure to support my growth
I’ve outgrown piecemeal legal help—I need an elite, strategic partner
I’ve built a powerful brand, and now it’s time to establish a legal legacy
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Is there anything else you'd like to share about your business, legal goals, or areas where you’d like support?
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Confirm & Sign to Submit Your Intake* This field is required.In signing this form, you are acknowledging that the completion and submission of this form does not create an attorney-client relationship but allows us to begin reviewing your needs for a potential engagement. Please sign below to confirm submission of your intake form.
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Fractional GC/CLO Assessment Score
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