Consultation Intake Form

Client Information

Name*

First Last

Email*

Phone Number*

Prefered Means of Communication*

Call, Text, Email, or Other (Please Specify)

Details of the Legal Matter

What type of legal matter brings you to us today?*

Select between 1 and 2 choices.

Civil Litigation

Criminal Defense

Family Law

Real Estate / Foreclosure

Employment / Labor

Contracts / Business

Consumer Rights / Debt

Other (please describe below)

If you picked 'Other' above, please specify.*

Briefly describe your legal issue or concern (who, what, when, where, why, and how):*

Is there a deadline, court date, or other time sensitive matter we should know about?*

If there is an upcoming time sensitive matter, please state what it is and when.*

Have you already been served with legal papers or received any formal notices?*

If yes, please use the following tutorial to setup a shared google drive with copies of the correspondence you’ve received. Please be aware that failure to timely share these requested copies may result in delays.

Please click here for the google drive tutorial.

Have any of the correspondence you’ve received regarding this matter mentioned any charges, statutes, or legal codes?*

Please list or describe the charges, statutes, or legal codes that have been mentioned in the communications you've received.*

Involved Parties

List names of individuals, businesses, or organizations involved on either side.*

This includes any corporations, agencies, departments, or states. Please clarify whether the party is prosecuting (initiated the case) or defending.

Have you had any prior legal representation in this matter?*

Yes, and I still do

Yes, but I no longer do

No, but I want to

No, and I do not want to

Are there any current restraining orders, judgments, liens, or threatened pending actions?*

Yes (Please describe below.)

What restraining orders, judgments, liens, or threatened pending actions are you currently concerned with?*

Goals and Outcome

What is your desired outcome or goal in this situation?*

Are you open to negotiation, settlement, or mediation?*

Yes

Maybe

Additional Information

Have you reviewed and studied the foundational As Above, So Below series?*

Yes

Have you reviewed and studied the Newbie Tuesday Study Guide?*

Yes

How did you hear about us? (Referral, social media, stumbled across us, etc.)*

Is there anything else you’d like us to know before we begin?*

Comments

This field is for validation purposes and should be left unchanged.

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Client Information

Details of the Legal Matter

Involved Parties

Goals and Outcome

Additional Information