General Client Information Sheet


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How to draft a General Client Information Sheet? An easy way to start completing your document is to download this General Client Information Sheet template now!

Every day brings new projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel every time you start to work on something new!

Instead, we provide this standardized General Client Information Sheet template with text and formatting as a starting point to help professionalize the way you are working. Our private, business and legal document templates are regularly screened by professionals. If time or quality is of the essence, this ready-made template can help you to save time and to focus on the topics that really matter!

Using this document template guarantees you will save time, cost and efforts! It comes in Microsoft Office format, is ready to be tailored to your personal needs. Completing your document has never been easier!

Download this General Client Information Sheet template now for your own benefit!

GENERAL CLIENT INFORMATION SHEET DATE: // ATTORNEY INTIALS Name: Address: Send Mail to: Date of Birth: Home No: Fax: Work No: E-Mail Address: Mobile No: SSN: Referred By (Please circle and fill in all that apply): Attorney (name) Friend (name) Phone Book Advertisement Reason for coming in (circle and fill in all that apply): Business Incorporation/ Real Estate Transaction: Organization Commercial/Residential Collections Forcible Entry Detainer Former Client (name) Internet (source) PLEASE SEE BACK Other (Describe) Estate Planning/Litigation Contract Dispute Employment Issues Other (explain below) Civil Litigation (briefly explain below): Other Party’s Information Party 1 Name(s): Address: Phone: Attorney: Party 2 Name(s): Address: Phone: Attorney: Fax: Fax: REFERRED BY: If you found us on the internet, please indicate where you searched and where you found us..


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