Client Interview Form
Personal Information
Last Name: First: Middle:
Aliases:
Date of Birth: / / Place of Birth:
U.S Citizen: Yes No If No, Country of Citizenship:
SSN: Driver’s License:
Address:
Phone Number: Work Number:
Cell Number: Email Address:
Where may we contact you?
Employer Name: Position Title:
Annual Income: How did you hear about us?
Legal Matter
Nature of Legal Matter:
Urgency: 1 (Just investigating my rights) 2 3 4 5 (Critically important)
Desired Outcome:
Acceptable Outcome:
Relevant Documents:
Other Involved Parties
Name: Relation:
Name: Relation:
Name: Relation:
Name: Relation:
Previous Legal Consultation on This Matter
Attorney: Law Firm: Date:
Why didn’t you hire this attorney?
Prior Legal Counsel on Other Matters
Attorney: Law Firm: Dates:
Circumstances:
