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Business Organization and Transactions Intake Form

* Items in BOLD are required fields

 

Name:
Address:
City:
State:
Zip:
E-mail address:
Home Phone:
Business Phone:
Cellular or Pager:
Facsimile:
Does this matter involve a business you own or run?

If yes, provide the business name, address, and phone:
If your matter involves the formation of a new business, how will the business be organized (if known)?
If an existing business is involved, how is the business organized (if known)?
Is the stock in the business publicly traded?

Describe your situation, including any relevant dates:
How would you rate your legal needs described here?
Are any other parties involved?

If yes, provide names, addresses (if known), and their relationship to you, if any:
Do you have any documents that could help explain your situation?

If yes, list those documents and their dates:
Are there other documents that you do not have access to that could be of assistance?

If yes, list those documents and their dates and locations (if known):
Describe how this situation has impacted you:
Describe what you would like to happen to resolve your issue (your preferred outcome):
Have other attorneys worked on this matter?

If yes, provide names, addresses, and a brief description of their involvement:
Special concerns:
Where did you hear about this website?
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