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Client Intake Form

Clientintake

Matter Information

Matter Name *

Jones v Jones

Matter Number *

13CV699

Case Type * Case Type

Full name of person being represented *

Location *

City, State

Court

Ex. United States District Court for the Northern District of Illinois / Arbitration #9999 / Human Rights Complaint #999 / None

Presiding Judge / Arbitrator

Ex. John Smith

Services Needed

Scope of Work *

Description of services needed

Are you a Clio or Clio-Connect User? *

Yes

Firm Representing Client

Firm Name *

Law Offices of Robert Jones (ex.)

Street Address *

Street Address Line 2

City *

State *

Zip Code *

Billing Email *

Lead Attorney Representing Client

If more than 3 please add in notes section at the bottom or email us with their information.

First Name *

Jane

Middle Name

Sue

Last Name *

Doe

Title *

Attorney

Office Phone *

Mobile Phone

Email *

Second Attorney Representing Client

First Name

Jane

Middle Name

Sue

Last Name

Doe

Title

Attorney

Office Phone

Mobile Phone

Third Attorney Representing Client

First Name

Jane

Middle Name

Sue

Last Name

Doe

Title

Attorney

Office Phone

Mobile Phone

Firm Representing Opposing Party

Firm Name

Law Offices of Robert Jones (ex.)

Street Address

Street Address Line 2

City

State

Zip Code

Lead Attorney Opposing Party

First Name

Jane

Middle Name

Sue

Last Name

Doe

Title

Attorney

Office Phone

Mobile Phone

How You Found Our Services

How did you hear about us? *

Who Told You About Our Services? *

Which Event? *

Which List Serv? *

Additional Notes

Notes