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Form preview Law firm client intake form The reader must conduct independent research and analysis to determine all possible and appropriate legal and ethical issues that might apply to a specific situation and the best way to address these issues in the jurisdiction where the reader is located. Sample Law Firm Intake Form Please note This form should be modified to meet the facts of the individual case. Client Contact Information Name Address Home Phone Cell Phone Work Emergency Contact Name Phone Number Marital Status Married Single Divorced Widowed Separated Drivers License Social Security Are you known by any other names Yes No If yes name s C--21 E-Mail Many e-mail attorney-client communications involve relatively innocuous information and do not present a great concern even if they are intercepted. On the other hand any communication from an attorney that can be accessed by others may be of concern in some situations. WARNING AND DISCLAIMER The information herein was prepared by The Bar Plan Mutual Insurance Company for general information purposes and should not be construed as legal advice or legal opinion with regard to any specific circumstance or set of facts. The reader must conduct independent research and analysis to determine all possible and appropriate legal and ethical issues that might apply to a specific situation and the best way to address these issues in the jurisdiction where the reader is located* Sample Law Firm Intake Form Please note This form should be modified to meet the facts of the individual case. Client Contact Information Name Address Home Phone Cell Phone Work Emergency Contact Name Phone Number Marital Status Married Single Divorced Widowed Separated Drivers License Social Security Are you known by any other names Yes No If yes name s C--21 E-Mail Many e-mail attorney-client communications involve relatively innocuous information and do not present a great concern even if they are intercepted* On the other hand any communication from an attorney that can be accessed by others may be of concern in some situations. Please think carefully about your email process. Do other persons who are not parties to this matter have access to the email For example if e-mailing from home does your spouse or other family also have access to the computer and e-mail program If e-mailing from work does your company reserve the right to view all e-mail traffic on their servers By and large most do. Any unprotected access to our e-mail and if so the communication may be available for review and use by the adverse party. Anytime you communicate with your attorney include only the attorney in the family friends relatives or ANYONE else. Where is the computer you use for e-mail Does anyone else use or have the ability to use that computer Is that computer connected to a network E-mail Address C--22 Where are you currently employed May we contact you there If your mail is returned as undeliverable or telephone service terminated please provide the name of someone friend or relative you believe will always know how to contact you.
Form preview Workers comp intake form WORKERS COMPENSATION CASE INTAKE FORM Date CLIENT INFORMATION Client Address Phone H W Cell Date Retainer Agreement Signed SSN Date of Birth E-Mail Driver s License Education Spouse/Partner s Name Dependents Referred By Emergency Contacts Name/Address/Phone EMPLOYMENT/INSURANCE/UNION MEMBERSHIP Primary Employer Wage Insurer Adjuster Claim No. Telephone Managed Care Organization Yes No When was the comp insurer notified of the claim being filed Policy No. Date of Hire Currently Working Occupation Scheduled Days Off Wage Loss Paid Secondary Employer Yes No Has documentation of the wage at the secondary job been obtained Rev 11/13 PROFESSIONAL LIABILITY FUND WORKERS COMP INTAKE FORM. DOC Non-Industrial Carrier Local No* Carrier Private Health Carrier if any Union Membership Union Name INJURY Date of Injury WCB No* Body Part s Injured How Did the Injury Occur Where Did the Injury Occur City/State PRIOR CLAIMS Date of Prior Workers Comp Claim Amount of Award Date Worker s Statement or Deposition Taken PREVIOUS MOTOR VEHICLE ACCIDENTS AND OTHER PRIOR INJURIES MEDICAL CONDITIONS PRE-EXISTING THIS INJURY PRIOR ARRESTS AND CONVICTIONS MENTAL HEALTH ALCOHOL DRUG USE CURRENT AND HISTORY DEADLINES TO CALENDAR Date of Notice of Closure Statute Runs Date of Reconsideration Order Date of Denial Aggravation Claim 60 days from date of Order 5 years from date of first Notice of Closure if disabling Request hearing immediately Date of Opinion and Order Date of Board Order Mailing Date Appellate Brief Due Date of scope of acceptance demand letter Date of Director s Admin* Review Order Date of Medical Services Order Vocational Services Issue 60 days from Dir. Admin* Review Order WCD WCB Date Request for Hearing Filed Hearing Date Date Client Notified LIEN ITEMS Child Support Liens Unemployment Benefits Social Security Disability Medicaid Medicare Oregon Health Plan Welfare Assistance Other NAMES OF PHYSICIANS MEDICAL FACILITIES WHERE TREATED Physician or Facility REQUESTS FOR RECORDS Records from treating physician Date Requested Rec d Hospital records Other physician records Document demand to employer Medical releases obtained THIRD PARTY RESPONSIBILITY Third Party Potential Potentially Responsible Party Theory of Liability SOL Notes WITNESSES Interviewed Name Subpoenaed. DOC Non-Industrial Carrier Local No* Carrier Private Health Carrier if any Union Membership Union Name INJURY Date of Injury WCB No* Body Part s Injured How Did the Injury Occur Where Did the Injury Occur City/State PRIOR CLAIMS Date of Prior Workers Comp Claim Amount of Award Date Worker s Statement or Deposition Taken PREVIOUS MOTOR VEHICLE ACCIDENTS AND OTHER PRIOR INJURIES MEDICAL CONDITIONS PRE-EXISTING THIS INJURY PRIOR ARRESTS AND CONVICTIONS MENTAL HEALTH ALCOHOL DRUG USE CURRENT AND HISTORY DEADLINES TO CALENDAR Date of Notice of Closure Statute Runs Date of Reconsideration Order Date of Denial Aggravation Claim 60 days from date of Order 5 years from date of first Notice of Closure if disabling Request hearing immediately Date of Opinion and Order Date of Board Order Mailing Date Appellate Brief Due Date of scope of acceptance demand letter Date of Director s Admin* Review Order Date of Medical Services Order Vocational Services Issue 60 days from Dir. Admin* Review Order WCD WCB Date Request for Hearing Filed Hearing Date Date Client Notified LIEN ITEMS Child Support Liens Unemployment Benefits Social Security Disability Medicaid Medicare Oregon Health Plan Welfare Assistance Other NAMES OF PHYSICIANS MEDICAL FACILITIES WHERE TREATED Physician or Facility REQUESTS FOR RECORDS Records from treating physician Date Requested Rec d Hospital records Other physician records Document demand to employer Medical releases obtained THIRD PARTY RESPONSIBILITY Third Party Potential Potentially Responsible Party Theory of Liability SOL Notes WITNESSES Interviewed Name Subpoenaed.

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