Contact Information

What name would you like us to use when communicating with you?

Have you ever used any other name including a former name, maiden name, professional name, nickname, or alternate spelling? If yes, list each name.

Do you have a preferred language or any communication, disability-access, or accommodation needs that would help you participate fully in the intake and consultation process?

Preferred Contact Method

Select an option Email Phone Text No Preference

What are the best days and times to contact you?

Weekday mornings

Weekday afternoons

Weekday evenings

Other

How were you referred to our law firm?

Friend or family member

Input the person's full name:

Another attorney

Input the attorney's full name:

Online search or lawyer directory website

Input the name of the website:

For example, "Avvo", "Facebook", or "LawFirmName.com"

Billboard, bus stop, phone book, newspaper, or other physical advertisement

Where was the ad located?

Radio or TV advertisement

What radio or TV station?

Bar Association

Which Bar Association?

Other

Please explain how you found us:

Who may need legal representation or advice?

Myself

Myself and my spouse/partner

A business or other for profit organization

A nonprofit organization

A church or religious organization

An estate

A trust

A family member or another individual

I am not sure

Other

What is the full legal name of each person or organization that may need representation?

What is your relationship to the person or organization that may need representation, and what authority do you have to contact an attorney on their behalf?

Type of Legal Help Needed

Which category best describes the assistance you are seeking?

Select an option Estate and legacy planning Will, trust, power of attorney, or advance directive Probate, estate administration, or trust administration Founder, startup, or business formation Business governance, ownership, or continuity planning Contract review, drafting, or negotiation Outside general counsel or ongoing business advice Nonprofit formation or tax-exempt organization Church or religious-organization governance Movement or public policy matter I am not sure

Please describe the issue in one short paragraph(4-6 sentences). Include only the general facts needed for the firm to understand the nature of the request. Do not include highly sensitive information or an extensive history at this stage.

What is the current status of the matter?

I am planning ahead and no dispute exists

I need a document prepared or reviewed

I am negotiating with another person or organization

A dispute has arisen, but no proceeding has been filed

A lawsuit, administrative proceeding, probate matter, or other formal proceeding has been filed

I received a demand letter, notice, subpoena, or government communication

I need ongoing legal counsel

I am not sure

Other

Party Information

Are any other people, businesses, organizations, government agencies, estates, trusts, churches, nonprofits, family members, beneficiaries, fiduciaries, or advisors involved in this matter?

Yes

No

List the full legal name of every person or organization whose interests may be opposed to yours. Include former names, trade names, or alternate spellings if known.

List the full legal names of other people or organizations connected to the matter, even if they are not currently adverse.

List any attorneys and law firms involved.

Are there any additional names the firm should search before discussing the matter in greater detail? Include parent companies, subsidiaries, affiliated organizations, former business names, or other related parties.

Scheduling and Urgency

Which states, territories, countries, courts, agencies, or other jurisdictions are connected to this matter? Examples include: where you reside; location of property, organization, signature or performance of contract, pending court or government matter.

Are you aware of any upcoming deadline, court date, hearing, closing, filing date, response date, expiration date, or other time-sensitive event?

Submitting this form does not mean that Edgerton PLLC has accepted responsibility for any deadline. Unless the firm expressly agrees in a signed engagement agreement, you remain responsible for protecting your rights and meeting all applicable deadlines.

Yes

What is the earliest known deadline, including the date and time if known? Who/what created the deadline? List any other known hearings, meetings, response dates, closings, or scheduled events.

No

Preliminary Acknowledgments

I understand that submitting this form or communicating with Edgerton PLLC does not create an attorney-client relationship. A relationship will exist only if the firm agrees to accept the matter and both the client and the firm sign a written engagement agreement.

Yes

No

I understand that Edgerton PLLC has not agreed to monitor, extend, or protect any deadline unless the firm expressly accepts that responsibility in a signed engagement agreement.

Yes

No

To the best of my knowledge, the information provided in this form is complete and accurate.

Yes

No

I authorize Edgerton PLLC to contact me about this inquiry using the communication methods I selected above.

Yes

No

I understand that ordinary email and text messaging may carry privacy and security risks. I will notify the firm if a listed communication method is not private or should not be used.

Yes

No

Type your full name to confirm the acknowledgments above.

Date submitted

Closing