Attorney new client intake form

    • [DOC File]PLDRC NEW MATTER INTAKE FORM

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      Substitution of attorney form to client for signature ___ (Substitution of attorney form returned by client to PLDRC ___ (Substitution of attorney form signed by prior counsel ___ (Substitution of attorney form filed ___ Title: PLDRC NEW MATTER INTAKE FORM …

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    • [DOC File]REAL ESTATE INTAKE FORM

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      Intake Questionnaire . REAL ESTATE INTAKE QUESTIONNAIRE. Instructions: Fill out this form in its entirety. Upon completion, you may fax the form with a cover sheet with my name on it to (877) 275-9826; or you may email the form to my attention at effie@soterlawpc.com. This is the form that I would complete at an initial consultation with you.

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    • [DOCX File]Law Office of

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      Attorney: Who attended meeting: For office use only. Who can we discuss this matter: Billing inquires: Nelson-Reade Law Office, P.C. Elder Law, Estate & Special Needs Planning. 813 Washington Avenue. Portland, Maine 04103. Telephone (207) 828-1597. Facsimile (207) 828-1276. www.pnrelderlaw.com. Attorneys. Judi Cressey, Paralegal

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    • [DOC File]INTERNAL PROCEDURES, CLIENT INTAKE PROCEDURES, …

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      I. CLIENT INTAKE PROCEDURES Operation Sheet Re: Client Intake. The goal: to ultimately create a system to streamline intake and if necessary, to allow another attorney or future staff to step in and handle. Template. Step 1: Initial Contact--email--phone--web form--walk-in. Step 2: Initial Meeting. a. Follow Up (from initial contact) b.

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    • [DOC File]Intake Information - DRNJ

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      DISABILITY RIGHTS NEW JERSEY INTAKE FORM. Date: Completed By: Client’s Name: Client’s Address: County: EMAIL: Ph.# Home: Ph.#

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