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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

  • Date Format: MM slash DD slash YYYY

  • 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.
  • 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 Format: MM slash DD slash YYYY
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