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How to fill out the CLIENT INTAKE FORM online
Filling out the Client Intake Form online is an essential first step in engaging legal services related to custody, timesharing, and child support matters. This guide provides a clear, step-by-step approach to help users complete the form efficiently and accurately.
Follow the steps to complete the form successfully.
- Click 'Get Form' button to obtain the form and open it in the online editor.
- Begin by entering your personal information in the designated fields. Include your first name, last name, and middle initial. Fill in your mailing address with the street number, name, city, state, and zip code. Indicate how long you have lived in New Mexico.
- Provide your contact numbers, including home, work, and cell phone. If applicable, add a different physical address. Then, include your email address for further communication.
- Record your employer's name and address, as well as their phone number. Enter your social security number and date of birth carefully.
- Identify a person we can contact if we cannot reach you, providing their first name, last name, and phone number.
- Complete the section for opposing party’s information, including their name, contact details, employment information, date of birth, and social security number. If they are represented by an attorney, list the attorney's name.
- Indicate whether the opposing party has filed any petitions or motions and provide the date of such actions.
- Answer the question regarding the reason for your consultation and specify why you sought assistance from this firm.
- In the children information section, specify the number of children from the relationship and fill out their names, dates of birth, and social security numbers. Indicate their gender as male or female.
- Answer questions about where the children currently reside and list all addresses where they have lived in the past three years.
- Decide on custody preferences, indicating whether you would like the opposing party to have joint legal custody or visitation. Provide justifications for your choices.
- List your children's current medical providers, school information, and any child care providers involved in their lives.
- Answer questions regarding marriage to the opposing party, current orders in place, paternity establishment, and child support payments. Provide any additional relevant details.
- Once you have filled out all necessary fields, review the form for accuracy. Finally, you may save changes, download, print, or share the completed form as required.
Complete your Client Intake Form online today to start the process.
Creating a customer intake form follows similar principles as a client intake form. Start by identifying the information you need to serve your customers better. Utilize tools such as US Legal Forms to access templates that streamline the process. This ensures you gather all relevant information efficiently.
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