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Dog Boarding and Training Client Intake Form

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CLIENT INTAKE FORM / LEGAL SERVICES AGREEMENT

The Law Offices of Aaron R. Lee, PLLC

PO Box 3573, Huntersville, NC 28078-3573

704-222-7525 | www.ARLLawFirm.com | ARLLawFirm@Yahoo.com

ALL INFORMATION WILL REMAIN CONFIDENTIAL

PERSONAL INFORMATION

Name:

Address:

Phone #:

Email:

DOB:

State Where Licensed:

Driver's License #:

SSN:

Driver's License Issue Date:

CITATION INFORMATION

County Where Citation Was Received:    Court Date:

What Were You Charged With:

DRIVING HISTORY

Have You Received a Ticket in the Last Three Years:    Do You Have CDL:

Have You Received a Ticket in the Last 12 Months:    If Yes, Was It a Speeding Ticket Over 55 MPH?

Has Anyone on Your Insurance Policy Used a Prayer for Judgment Continued in Last 3 Years:

Has Anyone on Your Insurance Policy Received a Moving Violation Citation in the Last 3 Years:

Has Anyone on Your Insurance Policy Been at Fault in an Accident in Last 3 Years:

PAYMENT INFORMATION

Payment Will Be Made Through:

Card Number:

Exp Date:

Type of Card:

Security # on Back of Card:

Name on Card:

Billing Address:

LEGAL SERVICES AGREEMENT

This Contract for Legal Services (“Contract”), entered into by and between The Law Offices of Aaron R. Lee, PLLC, hereinafter called the “Law Firm” and Defendant:

Defendant:

hereinafter called "Defendant".

1. Scope of Representation. The Law Firm shall represent Defendant solely in the traffic matter indicated in the Defendant's Client Intake Form.

(a). This Agreement applies only to the plea of the case and does not apply to the trial, appeal or retrial of any traffic offense listed in this Agreement.

(b). Unless otherwise agreed in writing, this Agreement covers only the court date for which the Law Firm is hired and one (1) continuance. If the Law Firm has to continue a case beyond this limit due to lacking information, required documents, or prepaid Court Costs and fines from the Defendant, the Defendant agrees to pay the Law Firm twenty-five dollars for each additional continuance. This payment is to be made before the matter in this Agreement is finalized. The Defendant agrees to allow the Law Firm to use the debit or credit card on file to process this payment. Yes, I understand.

(c). This Agreement does not apply to the Law Firm having to add the Defendant's case back onto the Court docket due to the Defendant, unless that is what the Agreement is based upon.

(d). The Law Firm may waive the appearance of the Defendant, continue the case, plead the Defendant as charged, or plead the Defendant to a lesser charge, if the Law Firm reasonably believes that it would be in the Defendant's best interest.

(e). The Law Firm may employ associate counsel or "Of Counsel" attorneys at their own discretion and expense, and any attorney so employed may be designated to appear on the Defendant's behalf or undertake my representation in this matter.

2. Fees:

(a). The Defendant agrees to pay Law Firm a one-time payment of $, or;

(b). The Defendant agrees to pay the Law Firm in two equal payments of $, or;

(c). The Defendant agrees to pay the Law Firm in three equal payments of $.

3. Other Costs. The Defendant fully understands that he shall remain at all times responsible for all court costs, fines, document costs, and all other costs as may be assessed by the court.

(a). Defendant acknowledges that if the Defendant is informed during a consultation that the Law Firm believes that Defendant’s case can be reduced to an Improper Equipment or a Prayer for Judgment Continued in Mecklenburg County or Rowan County, or if the Law Firm instructs the Defendant that it is in the Defendant’s best interest to obtain a driving record(s), then it is the Defendant’s responsibility to provide the Law Firm with a copy of the Defendant’s driving record(s), at the Defendant’s costs, prior to the court date. Yes, I understand.

(b). The Defendant understands that the Law Firm is not responsible for payment of fines or court costs or any other expenses that may be imposed by the Department of Motor Vehicles of the State of North Carolina or any Court. Additionally, the Defendant understands that he is responsible for all expenses/costs regardless of the success of his case.

(c). The Defendant is solely responsible for paying all costs and fines imposed by the Court or by the Department of Motor Vehicles or the State of North Carolina, in the appropriate time frame...

4. Communication. Defendant agrees to accept all communications via electronic mail (email).

Please Type Email Address:

(a). The Defendant is solely responsible for contacting the Law Firm, in writing, and updating any changes in personal or contact information.

(b). Defendant agrees to enter ARLLawFirm@yahoo.com into his email address book as to ensure all emails do not get redirected by a spam filter.

5. Court Dates and Attendance.

(a). The Defendant is solely responsible for being aware of his court date.

(b). The Defendant is solely responsible for being present at court at the correct time and location.

(c). The Defendant acknowledges that he will not be contacted if his case is continued.

(d). The Defendant is solely responsible for appearing at every court appearance unless the Law Firm states, in writing, that the Defendant need not appear.

(e). The Defendant is aware that if he misses a required court date that the court will apply a "Failure to Appear" fine against him, there may also be an order for his arrest issued.

(f). The Defendant is solely responsible for any fines that might be imposed for failing to appear on a required court date, and for any costs related to an order for his arrest being issued for failing to appear on a required court date.

6. Other.

(a). The Defendant acknowledges and agrees that the Law Firm has made no promises to the Defendant as to the outcome of the case. Also, the Defendant cannot demand any specific outcome.

(b). The Defendant acknowledges that the Law Firm gauges the potential outcomes of a case based on the information given by the Defendant in the Client Intake Form and the Defendant’s driving record.

(c). The Defendant understands that for drivers licensed in North Carolina, there are limitations on the use of a Prayer for Judgment Continued (PJC)...

7. Integration Clause. This Agreement, including all referenced documents, constitutes the entire agreement between the parties.

8. Modification or Changes. The Law Firm may make modifications to this Contract at any time during the term of the Agreement or any renewals or extensions thereof.

9. Termination. The Law Firm may withdraw from representing the Defendant if withdrawal can be accomplished without a material adverse effect on the interests of the client, or if various listed conditions apply.

10. Execution of Agreement. The Defendant acknowledges and agrees that by paying the legal service fee and by submitting this Agreement, it does not constitute a binding agreement nor has any legal representation started between the Law Firm and the Defendant.

11. Severability. If any part of this Agreement is found to be void, unlawful, or unenforceable then that part will be deemed to be severable from the balance of this Agreement and the severed part will not affect the validity and enforceability of any remaining provisions.

Defendant acknowledges and agrees that he has read and understood all the terms stated in this Agreement.

Defendant agrees that by checking the box and by signing this Agreement electronically, he is binding himself to all the terms and conditions of this Agreement.

For ARL-Law Firm: Date:

Defendant: Date:

WAIVER OF PERSONAL APPEARANCE

County of

State of North Carolina vs.

Pursuant to N.C.G.S. 7A-148 et al, I waive my constitutional right to appear for trial and authorize my attorney to enter a plea on my behalf. I agree to be bound by the judgment of the court, subject to the right of appeal, unless such right is waived.

Signature: Date:

Enter text✕

What the Dog Boarding and Training Client Intake Form Is

The Dog Boarding and Training Client Intake Form collects essential information from dog owners before boarding or training services. It documents owner and pet identification, emergency contacts, veterinary records, vaccination status, behavioral history, medical conditions, feeding and medication instructions, and consent for care. The form establishes service dates, fees, liability acknowledgments, and authorization for emergency veterinary treatment when needed. Completed prior to arrival, the intake form helps staff prepare individualized care plans, reduces handling risks, ensures compliance with health and safety policies, and creates a signed record of agreed terms and responsibilities.

Why a Formal Intake Form Matters for Boarding and Training

A Dog Boarding and Training Client Intake Form clarifies expectations, documents health and behavior information, and creates legal consent for routine and emergency care. It reduces misunderstandings, supports individualized training plans, and helps facilities meet regulatory and insurance requirements.

Why a Formal Intake Form Matters for Boarding and Training

Who Completes the Intake Form and When

Use the Dog Boarding and Training Client Intake Form when registering a dog for boarding or training with a professional facility or trainer.

  • Dog owners enrolling pets for short-term boarding or multi-week training programs.
  • Professional trainers onboarding new clients and documenting behavior, goals, and prior training history.
  • Kennel or daycare operators capturing medical, vaccination, and emergency contact details.

Keep a signed copy on file and review it with the owner at check-in to confirm accuracy and highlight any special handling instructions.

Primary Signers and Facility Contacts

Dog Owner

As the primary signer, the dog owner provides full legal name, contact information, and authorizations for routine care, medications, and emergency veterinary treatment. The owner must disclose behavioral issues and any medical history to ensure appropriate handling and to limit facility liability.

Facility Manager

The facility manager or lead trainer verifies vaccination records, documents the animal's profile, and confirms service dates, rates, and special instructions. They are responsible for communicating risks, maintaining emergency contacts, and ensuring staff follow care and training plans.

Essential Data Fields to Collect

Owner Contact: Full name, phone, email, physical address
Dog Details: Name, breed, age, sex, microchip
Vaccination Records: Rabies, DHPP, Bordetella dates
Medical Conditions: Chronic illnesses, medications, allergies
Emergency Contact: Alternate contact with relationship noted
Consent & Authorization: Emergency vet authorization and liability release

Risks If the Intake Form Is Incorrect or Incomplete

Medical Neglect: Delayed treatment risk
Liability Exposure: Increased legal claims
Service Refusal: Provider may decline care
Vaccination Noncompliance: Not insured for outbreaks
Incorrect Billing: Disputed charges possible
Recordkeeping Violations: Breach of regulations

Common Mistakes to Avoid

  • Incomplete vaccination dates or missing rabies proof can cause immediate refusal of boarding and require last-minute veterinary visits.
  • Using nicknames or inconsistent owner names leads to payment and authorization conflicts and may delay release of the pet.
  • Vague medication instructions, such as 'give as needed,' increase error risk; provide dose, frequency, and administration route.
  • Not listing behavioral triggers or escape history creates safety hazards for staff and other animals during group activities.

Step-by-Step: Completing the Intake Form Before Arrival

Follow this checklist to complete the Dog Boarding and Training Client Intake Form accurately and efficiently before the pet's arrival.

  • 01
    Gather owner info: Collect full name, phone, email, and address.
  • 02
    Verify vaccinations: Attach dates and proof for rabies and core vaccines.
  • 03
    Document medical needs: List medications, dosages, administration times and veterinarian details.
  • 04
    Sign consents: Obtain signatures for care, treatment authorization, and liability acknowledgment.

Where and How to Submit Completed Intake Forms

Specify how and where clients must submit completed intake forms and supporting documents prior to service start.

  • Online upload: Submit PDF via secure portal or client portal before drop-off.
  • Email submission: Send completed PDF to facility email; confirm receipt.
  • In-person drop-off: Bring printed form at check-in and present ID.
  • Dropbox or kiosk: Use facility kiosk or physical dropbox when available.

Core Sections Every Professional Intake Form Should Include

A professional Dog Boarding and Training Client Intake Form balances clinical detail with operational clarity to support safe care, trainer planning, and defensible decision-making during boarding or training services.

Identification

Record owner legal name, address, phone, email, and secondary contact plus dog name, breed, age, color, microchip number, and license; consistent IDs prevent boarding or release errors and support emergency response.

Health Records

Include vaccination dates (rabies, DHPP/CV, Bordetella), current flea/tick prevention, recent vet examinations, and any infectious disease exposure; facilities rely on these records to accept animals and to comply with public health requirements.

Medical Instructions

Document chronic conditions, allergies, ongoing medications with precise dose and schedule, route of administration, and owner-supplied medication labeling instructions to ensure accurate dosing and reduce medication administration errors.

Behavior Notes

Detail known triggers, socialization level, training history, leash reactivity, escape behaviors, and preferred handling strategies so staff can implement individualized training plans and minimize stress or injury risks.

Emergency Authorization

Obtain written authorization for emergency veterinary care, specify financial limits or preferred clinics, and include owner direction for non-urgent treatment to streamline decision making during critical incidents.

Service Terms

Specify service start and end dates, daily routine, feeding schedules, cancellation policy, payment terms, and liability waivers to create a clear contractual foundation between owner and provider.

Timing Expectations and Typical Deadlines

Timely submission of intake forms and supporting records helps facilities plan care and confirm eligibility before arrival.

Initial Submission:

Submit completed form at least 24–48 hours before drop-off.

Vaccination Proof:

Provide vaccination documents at time of submission; rabies typically current within state intervals.

Medication Changes:

Notify facility immediately of any changes to dosing or prescriptions.

Booking Deadlines:

Confirm reservations and payments per facility policy, often 48–72 hours before start.

Emergency Updates:

Update emergency contact immediately upon changes to ensure reachable decision-maker.

Key Milestones from Intake to Post-Service

Key stages from intake completion through post-service follow-up define responsibilities and timing for both owner and provider.

01

Form Submission

Owner completes and submits intake form with supporting documents.

02

Verification

Staff verifies vaccinations, IDs, and medication information before service.

03

Service Delivery

Provider implements care and training plan during boarding or sessions.

04

Post-Service Review

Facility follows up on incidents and retains records according to policy.

Platform and File Requirements for Electronic Intake

Ensure the facility's digital platform supports secure uploads, PDF and DOCX formats, and eSignature workflows compatible with provider systems.

  • File Types: PDF, DOCX, JPEG accepted
  • Integrations: Google Workspace, Microsoft 365 support
  • Authentication: Email, SMS code, optional KBA

How to Configure an Online Intake Workflow

Configure online intake workflows to automate validation, conditional fields, notifications, and signer authentication for the Dog Boarding and Training Client Intake Form.

Field Configuration
Owner Name Required | Auto-detect name field
Vaccination Upload Required | File upload (PDF/JPEG), validation
Conditional Meds Show medication details only if 'Yes' selected
Emergency Contact Required | Separate contact block with phone validation
Signature Signer field | Date stamp and audit trail

Electronic Intake vs Paper Intake: Quick Comparison

Compare electronic and paper Dog Boarding and Training Client Intake Forms across legal, verification, and operational criteria to clarify differences.

Criteria Electronic Paper
Legal Validity esign/ueta valid valid with wet signature
Signer Verification audit trail, email/sms id check possible
Storage encrypted digital storage physical file storage
Turnaround Time often same-day often delayed days

Pricing and Feature Comparison for eSignature Vendors

Pricing and capability comparison for common eSignature vendors used for client intake processing; signNow appears first per vendor ordering rules.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day trial Varies Varies Varies Varies
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Frequently Asked Questions About the Intake Form

Answers to frequent questions about completing, signing, and storing Dog Boarding and Training Client Intake Forms, including electronic submission and legal considerations.


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