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NEW CLIENT INTAKE SHEET GENERAL DATE: REFERRED BY OR 9 Lawyer Referral & Information Service (LUIS) MATTER TYPE: Premarital Agreement; Domestic Partnership; Dissolution of Marriage/Domestic Partnership;
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How to fill out new client intake sheet
How to fill out a new client intake sheet:
01
Begin by entering the client's personal information, such as their full name, contact details, and any relevant identification numbers.
02
Proceed to gather information about the client's background, including their education, employment history, and any previous experience or involvement in the matter at hand.
03
Next, document the client's current situation or problem that requires their engagement with your services. This may involve describing their legal, medical, financial, or other pertinent concerns.
04
Inquire about the client's goals and objectives related to their engagement with your services. This will help you tailor your approach and ensure you are aligned with their desired outcomes.
05
Collect any additional information that may be necessary for your work, such as the client's assets, liabilities, or any relevant documents they possess.
06
Finally, make sure to include a section for the client's signature and date, as well as any disclaimers or confidentiality agreements that may be applicable.
Who needs a new client intake sheet:
01
Law firms and attorneys require a new client intake sheet to collect essential information about clients seeking legal assistance.
02
Medical professionals, including doctors, therapists, and clinics, use new client intake sheets to collect medical history, allergies, and other necessary details.
03
Financial advisors, accountants, and tax professionals utilize new client intake sheets to understand the financial situation and objectives of new clients before providing services.
04
Non-profit organizations may also use new client intake sheets to gather demographic information about new clients seeking assistance.
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