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Get Client Questionnaire
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How to fill out the Client Questionnaire online
Completing the Client Questionnaire is a vital first step in initiating your relationship with our law office. This guide will provide clear instructions to ensure you fill out the form accurately and efficiently.
Follow the steps to complete your Client Questionnaire online.
- Click ‘Get Form’ button to obtain the Client Questionnaire and open it in your preferred document editor.
- Begin by entering your full legal name in the appropriate fields: First Name, Middle Name (if applicable), Maiden Name (if applicable), and Surname. Don’t forget to select your Salutation from the options available.
- Next, input your Today's Date and Date of Birth in the specified formats, ensuring accuracy with the MM/DD/YYYY format.
- Indicate your gender by selecting either Male or Female from the options provided.
- Provide your Social Security Number in the designated field. Ensure this is accurate to avoid any discrepancies.
- Select your Marital Status from the options of Single, Married, Divorced, or Widowed. Follow this by entering your Spouse's Name if applicable.
- Specify your County of Residence and Citizenship status, choosing from the indicated options.
- Fill in your Contact Information, including your Home Address, Home Phone, Cell Phone, and Home Email. Mark whether messages are acceptable on your phones.
- Provide details about your Emergency Contact, including their name and phone number.
- In the Employment Information section, enter your Employer's name, Work Address, Work Phone, and the length of your employment.
- Indicate your Military Status, if applicable, and provide your Discharge Status and relevant dates.
- Respond to the Legal Background queries regarding any lawsuits or criminal convictions. Provide detailed information where necessary.
- Address any Other Legal Matters by indicating whether you have a will or powers of attorney, and briefly describe the matter that brought you to the firm.
- Finally, indicate how you learned about our office. Once you have completed the questionnaire, review your entries for accuracy.
- Save your changes, and choose to download, print, or share the completed form as needed.
Complete your documents online to facilitate your legal journey.
To obtain permission to use a questionnaire, be transparent with your clients about your intentions. Explain how the collected information will benefit them and enhance their experience. It's also advisable to provide a consent statement in the client questionnaire itself, allowing clients to agree to the use of their information.
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