Client Intake | Sacramento | Elk Grove | Galt

Step 1 of 3 — Your Contact Information

First Name *

Last Name *

Email Address *

Phone Number *

Mailing Address

Preferred Contact Method

Preferred Language / Idioma preferido

Company / Organization (if applicable)

How were you referred to our firm?

Friend or family member Another attorney Online search or lawyer directory Social media Bar association referral AI / ChatGPT / Claude Other

If referred by a person, who should we thank? (Optional)

Step 2 of 3 — Your Matter

Type of Matter *

Please describe your matter *

Is there an urgent deadline or time-sensitive issue?

Yes No

Please describe the deadline or urgency

Have you previously consulted or worked with another attorney on this matter?

Yes No

Please provide details

Are there any other parties involved in this matter? This helps us check for potential conflicts of interest.

Do you have any documents related to this matter?

Yes — I will email them separately No

Step 3 of 3 — Review & Submit

Is there anything else you would like us to know?

Please confirm the following:

I understand that the information I have provided will be kept confidential and used solely to evaluate my legal matter. I understand that submitting this form does not create an attorney-client relationship. The information I have provided is accurate and complete to the best of my knowledge.

Electronic Signature

Full Legal Name *Typing your name serves as your electronic signature.

Date *

Thank you for completing this intake form. Michelle will be in touch with next steps.

Client Intake Form

Intake Form Received