Client Intake

New and current clients can save time by sending or updating their information prior to coming in for an appointment and submitting this form online. Simply fill out the form and press submit at the end.

Client Information and Retainer Agreement



Please let us know who will be the “Client” for the purposes of representation. If you have formed or will be forming a business entity (e.g. Corporation or LLC), select "Business Entity Representation" or "Both." If you select "Both," we must evaluate whether there are conflicts that would prevent us from representing you personally as an individual along with your business. If you select both or not sure, we both must agree and confirm the representation before moving forward.

Contact Information

Your contact information will not be shared. If you have any concerns, please consult our Privacy Policy.

We will email you a copy of this form submission for your records.
Please list all website(s), and social media profiles that relate to you and/or your business.

Personal Information

Business History

Please list all shareholders, members, partners, officers and directors.

Adverse Parties

For example any person or business that would be on the other side of a contract negotiation, a person that is suing you or your business or has threatened lawsuit, any current business partners, shareholders, or members in an LLC, or other party that would likely need to be represented by another lawyer:

Attorney-Client Relationship