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INITIAL CHECKLIST Date: Attorney: ; Paralegal: Name: Spouse: Prior cases? No; Yes print PACER Reason for Visit/Pending Actions: How long-lived in Georgia? Household size: Estimated gross household
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Gather all necessary documents and information that may be required for the intake form.
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Provide any relevant medical history or previous treatment information if applicable.
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What is initial intake?
Initial intake is the process of gathering basic information about a client or case at the beginning of a legal matter.
Who is required to file initial intake?
Legal professionals such as attorneys, paralegals, or legal assistants are typically required to file initial intake forms.
How to fill out initial intake?
Initial intake forms can be filled out manually or electronically, depending on the law firm's procedures.
What is the purpose of initial intake?
The purpose of initial intake is to collect essential information about the client or case to begin the legal process.
What information must be reported on initial intake?
Information such as the client's name, contact information, legal issue, and any relevant background details should be reported on the initial intake form.
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