INITIAL CLIENT INTAKE FORM - Virtual Paralegal Directory



INITIAL CLIENT INTAKE FORMSample Templatecenter850008549640[Date]virtual paralegal training center[Date]virtual paralegal training center OF USEDisclaimer: This is a sample template. There is no express or implied warranty given.This sample template is not intended as and should not be construed as legal advice. You are strongly encouraged to consult competent legal counsel before engaging in any action based upon content of this sample template form. This template downloadable form is only for personal use. Retransmission, redistribution, or any other commercial use is prohibited. This includes reposting form to another site offering free legal or other document forms for download. Your use of this sample template constitutes your acceptance of these terms and your agreement to hold VPTC, its officers, employees and any contributors to VPTC harmless for any damage you might incur from your use of any sample form or template. If you do not agree to the above terms, please do not proceed.???Client’s Name:_____________________________________________Company’s Name:_____________________________________________Client’s Address:_______________________________________________________________________________________________________________________________________Client’s Telephone:_____________________________________________Clients Fax :_____________________________________________Clients Email :_____________________________________________Clients Web site :_____________________________________________Client Matter Number:_____________________________________________Project Start Date:_____________________________________________Project Deadline:_____________________________________________Project Budget:_____________________________________________Project Delivery:_____________________________________________?Project Description:________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________How did you learn of our office?? □ Friend □ Internet □ Website ? □ Former Client Other _____________________________Your signature acknowledges only that you have received a copy of this completed information sheet and does not mean you have hired [Your Company’s Name] virtual paralegal/assistant services.?SIGNATURE _________________________________???? Date _____/_____/20__ ................
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