Follow the steps to complete the intake form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Indicate whether you are a new or existing client by checking the appropriate box.
3. If you are an existing client, the rest of the page does not need completion. For new clients, fill out the client address, including street, suite, city, state, and zip code.
4. Complete the alternative contact person's details if necessary, including their name and address information.
5. Choose the appropriate engagement letter type by marking the relevant option and specify percentages if applicable.
6. Circle the responsible attorney's name from available options.
7. Describe the nature of engagement succinctly in the provided space.
8. Add a brief description of the current status of the matter.
9. Complete the PLDRC internal intake checklist by marking relevant tasks, ensuring all documents and processes are accounted for before submission.
10. After completing all necessary fields, save changes to the form, and consider downloading, printing, or sharing it as required.

Take action now by completing your CA Orange County Bar Association New Matter Intake Form online.