Confidential Client Information Sheet
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Every day brings new projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel every time you start to work on something new!
Instead, we provide this standardized Confidential Client Information Sheet template with text and formatting as a starting point to help professionalize the way you are working. Our private, business and legal document templates are regularly screened by professionals. If time or quality is of the essence, this ready-made template can help you to save time and to focus on the topics that really matter!
Using this document template guarantees you will save time, cost and efforts! It comes in Microsoft Office format, is ready to be tailored to your personal needs. Completing your document has never been easier!
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Jackson Street – Muncie, IN 47305 - Phone (765) 288-8950 – Fax (765) 289-5803 Name: Address: Date: First Middle Initial Street City Social Security No.: Spouse: First Last Date of Birth: State Zip Middle Initial Last Spouse SSN: Spouse DOB: Phone Numbers (Please include area code) Home: () Cell: () Work: ()Ext. E-‐mail: Your Employer: Fax: MS Word Your Position: Employer Address: () Direct Supervisor (if applicable) Street City WordPerfect State Zip Nature of Your Legal Matter Estate Planning Business/Corporate Civil Litigation Criminal Litigation Real Estate Employment Family Other: Please Indicate your Attorney Jennifer J..
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