All client information is submitted to the attorney via the online questionnaire. There may be situations where access to the online interview is not possible, or where for some other reason it is easier for the advisor to take the information using a physical form. The physical intake form is NOT used to create documents, rather it is a guide to assist you as you gather the necessary data to complete the online questionnaire following your appointment with a client.
If you opt to use the paper intake form, you should anticipate that you will likely need to contact your client via the phone to gather some information that you missed because you did not rely on the online questionnaire while you were with the client.
It is wise to have a copy of paper intake form with you at every fact finding appointment that can be used if necessary.
Click on the link below to download a copy of the Paper Intake Form.