Legal Client Lead Form

LEGAL CLIENT LEAD FORM

This Legal Client Lead Form (the "Form") is made effective as of Date: by and between Law Firm Name: with principal address: ("Firm"), and Prospective Client Name: with address: ("Client").

RECITALS

WHEREAS, the Client seeks to submit certain factual and contact information to the Firm for the purpose of determining whether the Firm can provide legal services in connection with the Client's matter; and

WHEREAS, the Firm requires basic lead information and the Client's consent to conduct a conflict check and to contact the Client for initial screening and intake; and

WHEREAS, the parties intend by this Form to record the Client's lead information, certain acknowledgments, and limited permissions to process such information solely for intake, conflict checking, and initial consultation scheduling.

NOW, THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the receipt and sufficiency of which are acknowledged, the parties agree as follows:

1. DEFINITIONS

For purposes of this Form, "Lead Information" means the personal, business and matter-specific information provided by Client on this Form and any attachments, including contact information, nature of the legal issue, and any supporting documents provided for the purpose of intake and conflict checking.

2. LEAD SUBMISSION AND CLIENT CONTACT

The Client submits the following contact and matter information. The Client represents that the information provided is true and accurate to the best of the Client's knowledge.

Individual    Corporation    LLC    Partnership    Other

Litigation    Transactional / Contracts    Employment    Intellectual Property    Other

Phone    Email    Text    Other

3. NO ATTORNEY-CLIENT RELATIONSHIP; SCOPE

The parties expressly agree that receipt of Lead Information and any communications or screening conducted pursuant to this Form do not create an attorney-client relationship. No attorney-client relationship arises until the Firm executes a separate written engagement letter that defines scope, fees and terms of representation. The Firm may decline representation for any reason, including conflicts discovered through the conflict check process.

4. CONFIDENTIALITY AND LIMITED USE

The Firm will treat Lead Information as confidential for the limited purpose of conflict checking and intake. The Firm may disclose Lead Information to attorneys and staff within the Firm as necessary to evaluate potential representation. The Firm will not disclose Lead Information to third parties except as required by law or with the Client's written consent.

5. CONSENT TO CONTACT AND DATA PROCESSING

The Client consents to be contacted by the Firm at the contact information provided for intake, scheduling, conflict resolution, and initial consultation. By signing this Form, the Client authorizes the Firm to process Lead Information for these purposes and to retain copies in the Firm's client intake records.

I consent to be contacted and to the processing of my Lead Information as described above.

6. REFERRAL FEES AND THIRD-PARTY SOURCES

If the Client was referred by a third party, indicate the referral source and the Client acknowledges that referral arrangements may give rise to a fee payable by the Firm to the referrer. The existence of any referral fee will be disclosed to the Client in any subsequent engagement letter, if required by applicable professional rules.

7. TERM; TERMINATION

This Form is effective as of the Effective Date and continues until the earlier of (a) execution of a formal engagement letter between the parties; (b) the Firm's written declination of representation; or (c) thirty (30) days from the Effective Date, unless otherwise extended in writing. The Firm may terminate intake processing at any time if the Firm determines that representation is not appropriate.

8. NOTICES

All notices required or permitted under this Form shall be in writing and delivered to the addresses set forth above or such other address as a party may designate in writing. Notice is effective upon personal delivery, confirmed facsimile or email transmission, or three business days after deposit with a nationally recognized overnight courier.

9. AMENDMENTS; WAIVER; COUNTERPARTS

This Form may be amended only by a written instrument signed by both parties. No waiver of any provision will be effective unless in writing signed by the waiving party. This Form may be executed in counterparts, each of which will be deemed an original and all of which together constitute one instrument.

10. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

This Form shall be governed by and construed in accordance with the substantive laws of the state in which the Firm maintains its principal office, without regard to principles of conflict of laws. This Form constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior oral or written representations. If any provision of this Form is held invalid or unenforceable, the remainder of this Form will remain in full force and effect.

11. ACKNOWLEDGMENTS

The Client acknowledges that the Client has read and understands this Form, that the Client's submission of Lead Information is voluntary, and that the Client's signature below constitutes consent to the terms set forth herein.

Sign Now