Legal Intake Sheet

LEGAL INTAKE SHEET

This Legal Intake Sheet (the "Intake") is made between Client Name: and Law Firm Name: for the purpose of documenting the client matter, performing conflicts checks, and establishing the initial terms of representation. Date of Intake: .

Recitals

WHEREAS, Client seeks legal services related to the matter described below and has requested that Firm evaluate and, if appropriate, undertake representation; and

WHEREAS, Firm will perform an initial conflicts check, gather relevant facts and documents, and provide advice regarding potential claims, defenses, compliance obligations, or transactional steps; and

WHEREAS, the parties desire to set forth essential client and matter information, initial terms of engagement, and authorizations necessary to proceed.

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

1. Definitions

For purposes of this Intake, "Client" means the person or entity identified as Client Name on this form; "Firm" means the law firm identified as Law Firm Name; "Matter" means the legal issue described in Section 2. Terms used in the engagement letter or retainer agreement subsequently executed shall have the same meanings unless otherwise defined therein.

2. Matter Description and Scope

Initial scope: Firm will perform a preliminary review, identify immediate actions or deadlines, and advise Client regarding representation. Any extended or full representation will be documented in a separate engagement letter executed by both parties. Client understands that this Intake does not by itself create a full attorney-client retainer unless and until a retainer agreement is signed.

3. Client Information

Individual Corporation LLC Partnership Other

4. Opposing Parties, Key Dates, and Prior Counsel

Yes No

5. Documents Provided

Client represents that the documents listed above are complete and accurate to the best of Client's knowledge. Client will promptly provide any additional documents identified by Firm as necessary to evaluate or pursue the Matter.

6. Fees, Retainer and Billing

The engagement letter or retainer agreement will set forth the agreed fee arrangement. Client acknowledges that the initial retainer, if required, is separate from this Intake and will be deposited to Firm's trust account in accordance with applicable rules. Retainer amount (if discussed at intake): $.

Client acknowledges that unless otherwise agreed in writing, Firm's normal billing practices and terms will apply, including interest on overdue balances and reimbursement of costs advanced.

7. Conflicts Check and Confidentiality

Client authorizes Firm to perform a conflicts check using Client's name, related entities, opposing parties, and other identifying information. Client certifies that Client has disclosed all parties and persons with whom Client has or may have an adverse interest concerning the Matter.

All information provided to Firm in the course of intake shall be treated as confidential to the extent permitted under applicable rules of professional conduct, except information that Firm reasonably determines is public or that Firm is required to disclose by operation of law.

8. Retention of Records and File Ownership

Client understands that physical and electronic copies of Client-provided documents may be retained by Firm for its files. Subject to payment of outstanding fees and costs, Client may request copies of file materials. Firm reserves the right to destroy or archive files in accordance with its document retention policy consistent with professional obligations.

9. Termination

Either party may terminate any subsequent engagement pursuant to the engagement letter in accordance with applicable rules of professional conduct. Termination of representation does not relieve Client of responsibility for payment of fees and costs incurred prior to termination.

10. Notices

Notices shall be effective upon receipt at the addresses provided above or by electronic delivery to the addresses identified on this Intake or in any subsequent engagement agreement.

11. Governing Law; Entire Agreement; Severability

Governing Law: This Intake shall be governed by and construed in accordance with the substantive laws of the state or jurisdiction in which Firm maintains its principal office, without regard to conflict of law principles.

Entire Agreement: This Intake, together with any subsequently executed engagement or retainer agreement, constitutes the entire understanding between Client and Firm regarding the matters addressed herein and supersedes any prior oral or written statements concerning the intake information.

Severability: If any provision of this Intake is held invalid or unenforceable, such provision shall be severed and the remainder of this Intake shall remain in full force and effect.

12. Amendments; Waiver; Counterparts

Amendment and Waiver: Any modification of this Intake must be in writing and signed by both parties. No waiver of any provision shall be effective unless in writing and signed by the party granting the waiver.

Counterparts: This Intake may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one instrument.

13. Client Certification

By signing below, Client certifies that the information provided in this Intake is true and complete to the best of Client's knowledge, and authorizes Firm to rely on the information for conflicts checking and for preparing any engagement documents. Client acknowledges that knowingly false statements may be grounds for immediate termination of any engagement and notification to appropriate authorities where required by law.

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