New Client Intake & Conflict-of-Interest Questionnaire

Thank you for considering our firm. Before we can discuss your matter in detail, please complete this questionnaire so we can run a conflict-of-interest check as required by our professional rules. Completing this form does NOT create an attorney-client relationship — representation begins only after we deliver, and you sign, an engagement letter.

Section 1 — Prospective Client Information

Full legal name (individual or entity):

Any other names you have used (maiden, prior legal, DBA):

Date of birth / entity formation date:

Mailing address:

Primary phone:

Email address:

Preferred method of communication (please tick all acceptable channels):

Phone call (voicemail OK)

Phone call (do NOT leave voicemail)

Email

Text message

Postal mail

Section 2 — Referral Source & Prior Counsel

How did you hear about us?

Have you previously been represented by another attorney on this matter?

Yes

No

If yes, prior attorney / firm name and reason for change:

Section 3 — Matter Description

Which area of law best describes your matter?

Family law (divorce, custody, support)

Estate planning / probate

Immigration

Personal injury

Real estate / landlord-tenant

Business / corporate

Employment / labor

Civil litigation / contract dispute

Criminal defense

Other (please specify below)

Please describe the facts and circumstances of your matter in your own words:

Is there a court date, filing deadline, or statute of limitations approaching?

Please describe the deadline and its consequences:

Section 4 — Conflict-of-Interest Check

We must identify every individual and entity with an interest in your matter before we can accept representation. Please list EVERY party, witness, and related person or company, even if you believe they are unlikely to be involved.

Full names of all opposing parties (and any aliases):

Full names of known witnesses:

Related companies, insurers, co-defendants, business partners, family members with a stake in the outcome:

Name of opposing counsel, if known:

Court, tribunal, or case number (if already filed):

Section 5 — Acknowledgments

I understand that submitting this form does not create an attorney-client relationship.

I understand the firm will run a conflict check and will only accept my matter if no conflict exists.

I confirm the information I have provided is true and complete to the best of my knowledge.

I consent to the firm contacting me via the channels I marked above.

Please do not send confidential or privileged documents before we confirm no conflict exists. A member of our team will contact you within two business days.