Business Client Intake Form

The purpose of an initial consultation is for the Attorney to advise you, the prospective client, what if anything, may be done for you, your business, and the potential attorneys’ fees and costs of representation. Its purpose is not to render a legal opinion because it may be impossible to fully assess a matter within the constructs of a consultation and/or with the information and documents that may be available at the time of the initial consultation.

One of three outcomes is possible following your consultation:

You and the Attorney both mutually agree to the terms of representation and a representation agreement is signed between the Attorney and you to that effect.
The Attorney declines representation.
You decide not to use the services of the Attorney.

Note: The following questions will help Harrison Law, PLLC to understand the reason for your visit today. Your responses are protected by attorney/client privilege and will be held in strict confidence.

Business Name(Required)

Name(Required)

First Middle Last

Address(Required)

Street Address Address Line 2 City State ZIP Code

Mobile Phone(Required)

Business Phone(Required)

Email(Required)

Website

What is your preferred method of contact?(Required)

What is your preferred method of billing?(Required)

Paper

Both

Are there other company personnel that are authorized to receive communications from Harrison Law?(Required)

Yes

Please list the name, email address, and telephone number for each and whether or not they are to receive bills from Harrison Law.(Required)

Name

Email Address

Office Phone Number

Bill Recipient? Yes or No

Briefly explain how Harrison Law, PLLC can assist you today:(Required)

Please list the parties involved? (Examples: a landlord, an employee, a corporation, a party to a contract, etc. This should include parties on either side of your issue)

Party(Required)

Relationship(Required)

Party

Relationship

Party

Relationship

On the lines below, list the documents (papers) that you think may help us to understand the issue(s).(Required)

If your mail is returned as undeliverable, telephone service terminated or we cannot contact you for an extended period of time, please provide the name of someone (friend or relative) you believe will always know how to contact you.

Emergency Contact Name(Required)

Emergency Contact Relationship(Required)

Emergency Contact Address(Required)

Street Address Address Line 2 City State ZIP Code

Email(Required)

Emergency Contact Phone(Required)

How did you learn of Harrison Law, PLLC?

A Friend

Mailing

Legal Insurance

Bar Referral

Our Web Page

Former Client

Other

Business Client Intake Form

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