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Client Information Form

This information helps ensure we are aware of any circumstances that could impact your claims or be raised by the opposing party, allowing us to anticipate issues, avoid conflicts, and position your case for the strongest possible outcome.

At this stage, the information you provide through this form is part of our attorney-client communications. While some information may later become relevant or discoverable in the course of litigation, this intake form itself is attorney-client communication and not shared with opposing parties.

⚠️ Please note: A separate Client Information Form is required for each named client.

Identity & Contact Information

What would you like us to call you (e.g., "Joe" instead of Joseph)

Birthday
Month
Day
Year
Multi-line address
Multi choice
Multi choice

e.g., driver license, state ID card, passport

Employment & General Background

Current Employment Status

Include Employer Name - Job Title - Date Range

e.g., if your case involves a credit reporting error by a lender and you worked at a bank; or if your case involves a defective vehicle and you worked as a mechanic.


Family, Relationship & Household Information

ℹ️ Why we ask: Household members may later be relevant as witnesses, individuals with knowledge of key facts, or relevant to the harm you/they suffered. 

e.g,. married, widowed, separated, etc.

If applicable, identify any prior marriages or significant relationships that may be relevant—directly or indirectly—to your case, including those that existed during events related to this matter.

Household & Minor Children

Prior Legal History

As a named party. E.g., plaintiff, defendant, etc.

State years of each, as applicable.

Any testimony under oath at a deposition, hearing, trial, etc.

Social Media & Online Presence

ℹ️ Why we ask: Social media content may become relevant or discoverable in litigation. We do not request any login credentials

e.g., Facebook, Instagram, X, LinkedIn, TikTok, etc.

How are your Privacy settings on social media If inapplicable, state "NA."

⚠️ Important Social Media Notice

Please be aware that social media activity may be discoverable in litigation. This means that, in some circumstances, the opposing party may request and obtain information from your social media accounts. We encourage you to be mindful of what appears on your social media accounts while your matter is pending. As a general precaution, you may also wish to review and use heightened privacy settings to reduce unintended access to your content.


If you have questions about social media use during your case, please raise them with our office so we can provide guidance tailored to your situation.

Practical Considerations

Please keep our office informed if this changes in the future.

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