Information Worksheet and Contact Form

Sometimes it is a great help to people to have a place to organize their thoughts and information prior to attending an appointment with an attorney.  I know that as an attorney I always appreciate a prospective client who takes the time to prepare a brief summary which includes all of their contact information, a brief summary of their legal problem, a brief summary of their damages which they have incurred to date and their general expectations of what they would expect me to do for them in the course of my representation.  To that end I provide this sample form.  Please print it out to use as a checklist of the general information which you should have when meeting with your attorney for the first time.

Please Provide Your Full Legal Name _____________________________________________________________________________________________________________________________________________________________________________.

  1. What Is Your Current Mailing Address _____________________________________________________________________________________________________________________________________________________________________________.
  2. Please Provide All Phone Numbers and E-Mail Addresses Where You May Be Reached _____________________________________________________________________________________________________________________________________________________________________________.
  3. Please Provide a Brief Description of Why You Are Here to See Me Today _____________________________________________________________________________________________________________________________________________________________________________.
  4. What Outcome Are You Expecting to Achieve through My Representation _____________________________________________________________________________________________________________________________________________________________________________.
  5. Please Provide Me with a Copy of All Documents Which Are in Any Way Associated with the Matter for Which You Are Meeting Me _____________________________________________________________________________________________________________________________________________________________________________.
  6. If You Have Been Injured by Another Person Please Provide As Much Information As You Have regarding That Person _____________________________________________________________________________________________________________________________________________________________________________.
  7. How Have You Been Damaged _____________________________________________________________________________________________________________________________________________________________________________.

Please note this is not an all inclusive list and depending upon the reason for any meeting it may require additional information.  Please Take the Time to Obtain as much of This Information As you can as It Will Assist Both Parties and Expedite Any Office Meeting.

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