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:
Preferred method of communication (please tick all acceptable channels):
Section 2 — Referral Source & Prior Counsel
How did you hear about us?
Have you previously been represented by another attorney on this matter?
If yes, prior attorney / firm name and reason for change:
Section 3 — Matter Description
Which area of law best describes your matter?
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
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.