General Client Intake Questionnaire

Thank you for taking the time to complete this intake questionnaire. Your responses help us understand your needs, confirm the appropriate scope of services, and prepare for your initial review meeting. After you submit this form, you will receive a secure link to schedule your intake review.

During that meeting, we will go through your information together and ensure we have a clear understanding of your goals and priorities.

Privacy & Confidentiality

Your privacy is extremely important to us. Information submitted through this form is protected with industry-standard 256-bit SSL encryption and is kept strictly confidential.

Personal identifying information—such as your Social Security Number—is collected only if you formally engage the firm and only when required for legal or regulatory purposes (e.g., identity verification, required filings, or court documents).

If you have any questions while completing this form, please contact our office. We are here to help.

Contact information

Prefix

First name *

Middle name

Last name *

Date of birth

Company

Emails

Email Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

Thank you!

A member of our team will follow up with an email that includes a link to schedule your intake review meeting. During this meeting we will go over this questionnaire together to make sure we are all on the same page.

As a reminder, all information provided is treated as strictly confidential.

Please click the SUBMIT button below when you have finished answering all questions.

Contact information

Preferred Contact Method

Gender

Social Security Number

Driver's License Number

Marital Status

Are you currently employed?

What legal or advisory services are you interested in? Select all that apply.

How were you referred to our law firm?

If our law firm ends up representing you in this matter, will you be the person who pays the legal fees?

Please acknowledge that you have read and hereby accept the above privacy policy regarding use of my personal information by typing your full legal name below

Additional Information

Thank you!