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Exercise Extreme Caution when using many of our free forms - or any legal material. While they may provide general ideas on format & content, validity requirements can and do vary greatly from state to state. Many MUST be Properly Modified for your own location and circumstances. (Hint: If in doubt it's usually safer to include unneeded clauses than to leave out necessary ones. . . . but it's even safer to consult a competent source or use current, state specific ones like ours mentioned below.) Also, we urge people (and lawyers too) to read our Relying On Legal Info FAQ.

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CLIENT INTERVIEW INFO FORM (INDIVIDUALS)

1. Name

2. Home address

3. Business address

4. Address where attorney's billings should be sent

5. Telephone numbers
Home
Work (days and hours)
Secretary's name and telephone number
Telecopier or fax number
Car telephone number
Best telephone number for messages

6. Employer

7. Occupation

8. Date and place of birth

9. Driver's license number

10. Social security number

11. United States citizen? ____ (If not, state immigration status)

12. Spouse's name
Date of birth
Date of marriage
Address, if different
Work address
Home telephone number, if different
Work telephone number (days and hours)

13. Insurance information (if relevant)
Name of insurance agent
Home insurance coverage
Vehicle insurance coverage
Medical insurance coverage
Other

14. Have you ever consulted another lawyer about this case?
If so, name

15. Have you been served with any papers concerning this case?
Describe briefly

16. Do you have any documents relating to this case (e.g., correspondence, invoices)?
Describe

17. Where are your files or papers relating to this case?

18. Are you aware of any witnesses or people with knowledge of the facts of this case?
Identify

19. Have you made any statements to anyone concerning this case?
To whom/when/what

20. Referred by

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