Please note that this form is in Microsoft Word format.
The New Client Questionnaire (Long Form) is a checklist and self-screening device for lawyers, designed to obtain (in five minutes) the information required to examine clients for the more discretionary issues, such as the ability to pay appropriate fees, and the absence of any problem-client criteria. Separation of administrative and discretionary screening can help reduce oversight time and facilitate consistent implementation of intake procedures.
This form is discussed in more detail in The Essential Formbook: Comprehensive Management Tools for Lawyers, Volume I: Partnership and Organizational Agreements/Client Intake and Fee Agreements.
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