Legal Intake Forms

LEGAL INTAKE FORMS

Client Name:    Law Firm Name:    Date of Intake:

RECITALS

WHEREAS, Client Name: seeks to retain the Law Firm Name: to provide legal services in connection with the matter described below.

WHEREAS, the parties intend by this form to record the Client's relevant personal and matter information, to disclose known conflicts, and to set forth the initial terms of the proposed engagement;

WHEREAS, the Law Firm requires certain information and acknowledgements from the Client in order to evaluate the representation and to comply with professional responsibility obligations.

NOW, THEREFORE, in consideration of the mutual covenants set forth below, the parties agree as follows.

1. DEFINITIONS

For purposes of this Agreement: "Client" means the person or entity identified above; "Firm" means the law firm identified above; "Matter" means the legal matter described in Section 3 below; and "Engagement" means the legal services the Firm agrees to provide to the Client under the terms set forth herein.

2. CLIENT INFORMATION

3. MATTER DESCRIPTION

4. CONFLICTS AND PRIOR COUNSEL

Has the Client consulted or been represented by other counsel in connection with this matter? Yes No

Client represents that, to the best of Client's knowledge, there are no present conflicts that would preclude Firm's representation. If Client is aware of any potential conflicts, describe them below.

5. FEES, RETAINER AND BILLING

Client agrees to pay the Firm according to the following terms. The Firm's standard hourly rates, expenses, and billing practices will govern unless otherwise agreed in writing.

The Firm will render monthly statements itemizing services and costs. Payment is due within the period specified on the invoice. Client is responsible for all costs advanced by the Firm in connection with the Matter.

6. SCOPE OF ENGAGEMENT; LIMITATIONS

The Firm's engagement is limited to the specific Matter described above. The Firm will not provide tax, accounting, or other specialized services unless expressly agreed in writing. The Firm is authorized to take such actions on behalf of the Client as are reasonably necessary to carry out the representation, subject to Client direction.

7. CONFIDENTIALITY AND PRIVILEGE

All communications between Client and Firm related to the Matter are protected by the attorney-client privilege and shall be kept confidential to the extent permitted by law. Client authorizes the Firm to disclose confidential information to third parties only as necessary for the representation, or as otherwise required by law, with prior notice to Client where practicable.

8. RECORDS, DOCUMENTS, AND FILE RETENTION

The Firm will retain the Matter file in accordance with its record retention policies. Upon termination or at Client's request, original documents will be returned and the Firm may provide copies of the file. The Firm may destroy or archive files after a reasonable period consistent with professional obligations.

9. TERMINATION

Either party may terminate the Engagement at any time upon written notice. Client remains responsible for all fees and costs incurred through the effective date of termination. The Firm may withdraw as permitted by applicable rules of professional conduct.

10. NOTICES

Notices under this Agreement shall be in writing and delivered to the addresses below by personal delivery, certified mail, or other method providing confirmation of delivery.

11. AMENDMENTS; WAIVER; COUNTERPARTS

This Intake Form may be amended only by a written instrument signed by both parties. Waiver of any provision or right shall be effective only if in writing and signed by the party granting the waiver. This form may be executed in counterparts, each of which together shall constitute one instrument.

12. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

This Intake Form shall be governed by the laws of the jurisdiction in which the Firm maintains its principal office, without regard to conflict of law principles. This form, together with any separately signed fee agreement, constitutes the entire agreement between the parties concerning the matters addressed herein. If any provision is held invalid or unenforceable, the remaining provisions shall continue in full force and effect.

13. ACKNOWLEDGMENTS AND CERTIFICATIONS

By signing below, Client certifies that the information provided in this Intake Form is true and accurate to the best of Client's knowledge, that Client has disclosed known conflicts, and that Client understands the initial terms set forth above. Client authorizes the Firm to proceed with a conflicts check and to take such steps as are reasonably necessary to determine the appropriateness of representation.

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