Client Intake

James Fredrick MenefieldRegistered Legal Document Assistant and litigation paralegal. I personally review every request.

Before you start

This form takes about 10 to 15 minutes. When you submit it, I review your information and contact you, usually within one business day.

Who is this request for?

I am representing myself
Document preparation for individuals and small businesses, at your direction I am an attorney or law firm
Contract paralegal support under your supervision

Your information

Fields marked * are required. This is the information that goes in the caption of your court papers.

First name

Middle

Last name

Other names you have used (maiden name, prior married name)

Date of birth

Email

Phone

Best way to reach you

Phone call Text Email

Best time to reach you

Street address

City

State

ZIP

Mailing address, if different

County you live in

Preferred language

How did you hear about me?

Services

Choose the area, then check each document service you want prepared. Fees are flat. Court filing fees are separate and paid to the court. The form numbers show what each service usually includes.

Area

Your matter

These answers are what your forms ask for. Share what you know; "not sure" is fine. Please do not type Social Security numbers or full bank or card numbers.

Court case and deadlines

Is there already a court case?

Yes No Not sure

Next court date or deadline

What is due on that date?

In your own words, what documents do you want prepared, and what do you want the court or agency to do?

Fees and scheduling

Would you like a court fee waiver request prepared? (FW-001, no extra charge with a package)

Yes No Not sure

How soon do you need the documents?

Interested in a payment plan? (packages over $600)

How would you like to meet?

Accommodations or interpreter needs

Attorney and firm

Fields marked * are required.

Supervising attorney

State Bar number

Firm or organization

Day-to-day contact, if not the attorney

Email

Phone

Office address

Billing contact email

How did you hear about me?

Project

Choose the practice area and the work you need. Each project has a fixed flat fee for a defined scope. If your file is larger, I will quote the extra work in writing first.

Practice area

Billing preference

Turnaround

Matter

Court or forum

County, division, or judge

Case name

Case number

Your client (for conflict check)

Your client's side

Adverse and other parties (for conflict check)

Filing or court deadline

Draft needed by

Size of the job (record pages, documents to review, transcript pages, number of motions)

Describe the assignment

Formatting or local rules to follow

Firm systems I should use

Documents

Upload court papers you received, prior orders, notices, or anything else that helps me prepare your documents. Optional.

Drag files here or click to choose PDF, Word, JPG, PNG, or HEIC. Up to 10 files, 10 MB each, 25 MB total.

Before uploading, please black out Social Security numbers and full bank or card numbers. Photos of papers are fine if all the text is readable.

Review and submit

Check your answers. Use Back to fix anything.

The information I provided is true and complete to the best of my knowledge, and I agree to be contacted about this request. I have read the Privacy Policy and agree that my information and documents will be stored securely to respond to this request.

Type your full name as your signature