Legal Intake Form

LEGAL INTAKE FORM

This Legal Intake Form is made and entered into by and between Client Name: (Client) and Firm Name: (Firm) on Effective Date: Month Day Year .

RECITALS

WHEREAS, Client seeks legal advice and representation with respect to the matter described as: , including related claims, defenses, filings and negotiations.

WHEREAS, Firm is licensed to practice and agrees to provide legal services subject to the terms and conditions set forth herein and any separate fee agreement executed by the parties.

WHEREAS, Client has provided to Firm an initial statement of facts and supporting documents identified in Section 4 below and authorizes Firm to undertake conflicts checks and other preliminary inquiries.

NOW, THEREFORE, in consideration of the mutual covenants herein, the parties agree as follows:

1. ENGAGEMENT AND SCOPE OF REPRESENTATION

1.1 Engagement. Client hereby engages Firm to provide legal services for the matter described above. Firm shall provide competent legal advice and representation consistent with applicable professional standards. The scope of representation shall be limited to the matters expressly described in the scope summary field below and any ancillary tasks reasonably necessary to advance those matters, subject to the terms of this form and any separate fee agreement.

2. CLIENT INFORMATION

3. MATTER DETAILS

Is immediate emergency relief required? Yes

4. DOCUMENTS AND MATERIALS

The Client represents that the following documents have been or will be provided to the Firm as part of the intake process (check all that apply):

Contracts / Agreements
Correspondence / Emails
Financial Records
Other:

5. FEES, RETAINER, AND BILLING

5.1 Fees. Unless otherwise agreed in writing, Firm's fees will be computed on an hourly basis at the rates agreed in writing, plus costs and expenses reasonably incurred. Client acknowledges that actual billed hours may vary.

5.2 Billing and Payment. Firm will issue periodic invoices describing services rendered and expenses. Invoices are due upon receipt unless otherwise specified in a separate fee agreement. Client shall timely pay undisputed amounts; disputed items will be addressed promptly in good faith.

6. CONFLICTS, AUTHORIZATIONS AND REPRESENTATIONS

6.1 Conflicts Check. Client certifies that Client has disclosed all parties, adverse parties, and related persons and entities known to Client which may present a conflict. Client authorizes Firm to perform conflicts checks and to withdraw or refuse representation if a disqualifying conflict exists.

6.2 Authorizations. Client authorizes Firm to obtain and inspect relevant records and to contact third parties as necessary for representation. Client further authorizes release of information to the Firm as reasonably necessary.

7. CONFIDENTIALITY AND ATTORNEY-CLIENT PRIVILEGE

All communications between Client and Firm in the course of the engagement shall be treated as confidential and, to the extent applicable, protected by the attorney-client privilege. Client consents to Firm's internal procedures for document retention and destruction and acknowledges that certain disclosures may be required by law or ethical obligations.

8. TERMINATION

Either party may terminate the engagement upon written notice. Termination shall not relieve Client of the obligation to pay fees and expenses incurred prior to termination. Firm may withdraw if Client fails to fulfill obligations, if a conflict arises, or for other good cause permitted by professional rules.

9. NOTICES

All notices required under this form shall be in writing and shall be delivered to the contact information provided below.

10. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

This form shall be governed by and construed in accordance with the laws of the jurisdiction agreed by the parties, absent a separate written agreement specifying otherwise. This form, together with any fee agreement executed by the parties, constitutes the entire understanding between Client and Firm regarding intake and engagement and supersedes all prior discussions and representations. If any provision of this form is held invalid or unenforceable, the remaining provisions shall continue in full force and effect.

11. AMENDMENTS; WAIVER; COUNTERPARTS

No amendment or waiver of any provision of this form is effective unless in writing and signed by both parties. Failure to enforce a provision shall not constitute a waiver of future enforcement. This form may be executed in counterparts, each of which shall be an original, and together shall constitute one instrument.

12. ACKNOWLEDGMENTS

By signing below, Client certifies that the information provided in this intake form is true and correct to the best of Client's knowledge, that Client understands the scope and terms of the proposed engagement as set forth herein, and that Client authorizes Firm to proceed with initial conflicts checks and preliminary representation steps consistent with this form.

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