New Client Intake Form - JONES PROPERTY LAW, PLLC

Please fill out the form below. After submitting the form, you will be prompted to sign our Client Services Agreement on the next page. If you list an additional client on this form (such as a spouse or business partner), they will receive an email asking them to sign the agreement as well.

Is the primary client an individual person or a business entity?(Required)

What is the business entity's full legal name?(Required)

The Primary Contact will be our main communication contact for this legal matter. Who is the Primary Contact?(Required)

First Last

Primary Contact Email:(Required)

Primary Contact Phone:(Required)

Primary Contact Mailing Address:(Required)

Street Address Address Line 2 City State ZIP Code

Who will be signing this agreement on behalf of the business entity?(Required)

First Last

What is the signer's title or position with the business entity?(Required)

Other than the Primary Contact listed above, is there a second client who will also be represented by our firm? Select "yes" if there is a family member, business partner, etc., who will be jointly represented by our firm.(Required)

Yes, add a second client.

No, only one client.

NOTE: We cannot act on behalf of or communicate with parties not identified as clients. All listed clients will have access to all information shared with our firm.

Second Client Name:(Required)

First Last

Optional: Second Client Email:

Optional: Second Client Phone:

Is there a third client who will also be represented by our firm?(Required)

Yes, add a third client.

No, only two clients.

NOTE: We cannot act on behalf of or communicate with parties not identified as clients. All listed clients will have access to all information shared with our firm.

Third Client Name:(Required)

First Last

Optional: Third Client Email:

Optional: Third Client Phone:

We send our send invoices by email. Should we send invoices to the Primary Contact listed above?(Required)

Yes, send to Primary Contact.

No, add a different billing contact.

Billing Contact:(Required)

First Last

Billing Contact Email:(Required)

Billing Contact Mailing Address:(Required)

Street Address Address Line 2 City State ZIP Code

CONFLICT CHECK: Please list the names of any people or companies who may be opposing parties in this legal matter. If this is a transaction, list the names of any parties on the other side of the transaction.(Required)

NOTE: This is information is for conflict of interest purposes. We will run a conflict check to ensure we do not represent any of the parties you list here.

Which attorney have you been communicating with?(Required)

Which of the following best describes you or your company?(Required)

Have you already provided your attorney with a detailed description of your situation and your goals?(Required)

Yes, already provided.

No, not yet provided.

Please describe your situation and your goals below. What is the situation, and how might we help?(Required)

After you click submit, don't close the page yet. On the next page, please electronically sign our standard Services Agreement.(Required)

Got it – I’ll sign on the next page.

The final signing step is necessary for us to commence legal services for you as a client of the firm.