Client Information Form

Office Policy on Conferences

Often a client will bring a friend or family member to the initial conference or a subsequent meeting with the attorney. While this person may provide emotional support for the client, his or her presence at the conference destroys the attorney-client privilege. If subpoenaed, this person may be compelled to testify as to what was said during the conference. The client may also be compelled to disclose what was said during the conference. The presence of an associate, paralegal, staff member of the attorney, or other person working with the attorney on the case will not destroy the attorney-client privilege.

INSTRUCTIONS: Answer all questions truthfully and completely. The information you enter in this questionnaire is confidential and protected by Attorney-Client Privilege. The information will not be disclosed to anyone outside of this office, except in the course of rendering legal services on your behalf, or unless otherwise required by law.

Client Information

Your Name

Home Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code County of Residence

You have lived at current address since

Where have you lived in the last five years?

Home Phone

Home Facsimile No

Cell Phone No

E-mail Address

Soc. Sec. No

Driver's License No

Date of Birth

State/Country of Birth

Other names you have been known by

EMPLOYER

Work Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Work Phone

Work Facsimile No

Work E-mail Address

How long have you worked at this employer?

Position

Salary/Earnings ($)

Name of Emergency Contact, and Relation to You

Home Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Home Phone

Work Phone

Nature of case / reason for seeking consultation with our office

Method of Referral

We like to express our appreciation to the clients and attorneys that may have referred you to us. Please help us do that by advising how you heard about us. Please provide complete name.

Current/Former client name

Phone Book/Directory

Attorney

Friend

Date & Client Signature

I hereby acknowledge that I have been informed that I may be charged for an initial consultation. All of the provided information is true and correct to the best of my knowledge and belief.

Date

Notes

Client Information Form

Office Policy on Conferences