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New Client Intake Questionnaire
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First
Last
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Who is this request for?
*
Select from the list
Myself (personally)
A business I own or manage
A company I work for
A friend or family member
A group of people
Other (please explain below)
Do you have authority to act on behalf of the company?
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Yes or No
Yes
No
Not sure
N/A
Business Name
Company Name
What type of business is it?
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Select from the list
Corporation
Limited Liability Company (LLC)
Partnership
Sole Proprietorship
Non-Profit Organization
Startup (not yet incorporated)
Other
Do you have authority to act on their behalf?
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Yes or No
Yes
No
Not Sure
N/A
Please explain who this request is for
Practice Area
*
Select from the list
Appeal (Civil)
Business/Corporate Law
Civil or Commercial Litigation
Civil Dispute (Pre-Suit)
Contracts & Agreements
General Counsel
Mergers & Acquisitions
Real Estate (Dispute/Litigation)
Real Estate (Transaction)
Startups & Venture Capital
Technology & Internet Law
Intellectual Property (IP)
Other
Practice Area
*
Select from the list
Appeal (Civil)
Business/Corporate Law
Civil or Commercial Litigation
Civil Dispute (Pre-Suit)
Contracts & Agreements
Real Estate (Dispute/Litigation)
Real Estate (Transaction)
Startups & Venture Capital
Technology & Internet Law
Intellectual Property (IP)
Other
Which of these best describes the Startup's current stage?
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Select from the list
Just an idea or business plan
Research & product development
Prototype / MVP (pre-revenue)
Product/Service initial launch
Generating revenue
Raising Capital
Other
Property Type
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Select from the list
Residential
Commercial
Industrial
Agricultural
Other
Not sure
N/A
Transaction Type
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Select from the list
Purchase
Sale
Lease
Construction / Development
Debt / Equity Financing
Title, Escrow, & Closings
Investment / Syndicate
Other
Not sure
N/A
What is your role in the transaction?
Optional
Buyer (or buyer's representative)
Seller (or seller's representative)
Developer
General/Sub Contractor
Investor
Real Estate Broker/Agent
Mortgage Broker
Wholesaler
Lender
Lien Holder
Lessee
Lessor
Other
N/A
Has an appeal already been filed?
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Yes or No
Yes
No
Not sure
What is your role in the appeal?
Optional
Appellant
Appellee
Agent/Representative
Other
Prefer not to say
Not sure
Jurisdiction where the appeal is filed
Optional
Circuit Court (State)
District Court of Appeal (State)
Circuit Court (Federal)
Supreme Court
Other
Not sure
Has a demand or settlement offer been made?
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Yes or No
Yes
No
Not sure
N/A
Has a lawsuit already been filed?
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Yes or No
Yes
No
Not sure
N/A
What is your role in the lawsuit?
Optional
Plaintiff
Defendant
Petitioner
Respondent
Witness
I am not a party to the lawsuit
Prefer not to say
Not sure
Other
Jurisdiction where the case is filed
Optional
Small Claims Court
County Court
Circuit Court
Federal Court
Other
Not sure
Case Number (Optional)
What do you need assistance with?
*
Select from the list
New Business Formation
Business Licenses/Permits
Compliance & Regulatory Issues
Contracts & Agreements
Disputes & Litigation
Executive/Founder Representation
General Counsel
Intellectual Property (IP)
Investor Relations
Licensing & Franchises
Policies & Procedures
Privacy & Data Usage
Raising Capital (Debt/Equity)
SaaS Agreements
Other
Intellectual Property Type
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Patent
Trademark
Copyright
Trade Secret
Other
Not sure
Legal Service(s) Requested
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Assignment/Transfer
Infringement Claim
Initial Registration/Filing
Licensing
Purchase/Sale
Other
Note sure
Legal Service(s) Requested
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Breach of Contract
Business Licenses/Permits
Compliance & Regulatory Issues
Contracts & Agreements
Debt Collection
Debt/Equity Financing
Disputes & Litigation
General Counsel
Fraud & Misrepresentation
Joint Ventures & Partnerships
Negligence & Tort Claims
Shareholder/Owner Disputes
Intellectual Property
Other
Not sure
Briefly describe the nature of the dispute in your own words
Briefly describe your legal needs
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Service(s) Requested
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Document Drafting/Preparation
Document Review
Breach of Contract
Determination of Rights/Responsibilities
General Contract Services
Legal Opinions & Memorandums
Legal Research & Writing
Liability Analysis
Other
What type of transaction is it?
*
Select from the list
Asset Purchase/Sale
Stock Purchase/Sale
Acquisition (Other)
Merger (All entity types)
Contract Review Only
Deal Structuring/Negotiation
Leveraged Buyout (LBO)
Other
Not sure
Are there any deadlines we should be aware of?
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Yes or No
Yes
No
Not sure
When is the deadline?
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Please explain the nature of the deadline (Optional)
How soon would you like to hire an attorney?
*
Select from the list
Immediately
Within 1-2 weeks
Within 1-2 months
I'm not sure
I don't plan on hiring a lawyer
Which of these is most important to you when selecting a lawyer or law firm? (Optional)
Trustworthiness/Reliability
Reputation in the Community
Effective Communication Skills
Price/Affordability
Confidence/Persistence
Proven Track Record
Problem Solving & Logical Reasoning Skills
Ethics/Honesty
Well-Spoken/Articulate
Education/Background
It doesn't matter as long as I win
Is there anything else you would like to share? (Optional)
Upload any supporting documents or files (Optional)
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You can upload up to 5 files.
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