General 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!
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GENERAL CLIENT INFORMATION SHEET DATE: // ATTORNEY INTIALS Name: Address: Send Mail to: Date of Birth: Home No: Fax: Work No: E-Mail Address: Mobile No: SSN: Referred By (Please circle and fill in all that apply): Attorney (name) Friend (name) Phone Book Advertisement Reason for coming in (circle and fill in all that apply): Business Incorporation/ Real Estate Transaction: Organization Commercial/Residential Collections Forcible Entry Detainer Former Client (name) Internet (source) PLEASE SEE BACK Other (Describe) Estate Planning/Litigation Contract Dispute Employment Issues Other (explain below) Civil Litigation (briefly explain below): Other Party’s Information Party 1 Name(s): Address: Phone: Attorney: Party 2 Name(s): Address: Phone: Attorney: Fax: Fax: REFERRED BY: If you found us on the internet, please indicate where you searched and where you found us..
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