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PERSONAL INJURY CLIENT INTERVIEW SHEET
FILE NO. _____________ D/I ____________ SOL ____________ TYPE CASE __________
OPENED ___________ SOURCE ___________________ LAWYER ____/____ LA _______
CLIENT INFORMATION:
________________________________________________________________________
NAME (First, Middle, Last) NAME CALLED
________________________________________________________________________
CLIENT GUARDIAN (If Minor) NONCUSTODIAL PARENT
______________________________________________________________________________
CLIENT MAILING ADDRESS STREET ADDRESS (If Different)
______________________________________________________________________________
CITY STATE ZIP
HOME PHONE________________________ WORK PHONE ___________________________
OTHER PHONE ___________________ NAME & RELATIONSHIP _____________________
AGE _____________________ EDUCATION _______________________________________
CLIENT D.O.B. ___________________________ CLIENT SS NO. ______________________
MARITAL: Married/Single/Divorced/Widowed/Separated _______________________________
Date
SPOUSE/PARENT GROUP INSURANCE Y/N _______________________________________
Company
OTHER HEALTH INSURANCE/MEDICARE/MEDICAD ______________________________
Company
CRIMINAL RECORD ___________________________________________________________
WORK INFORMATION:
______________________________________________________________________________
CLIENTS EMPLOYER DATE EMPLOYED
______________________________________________________________________________
EMPLOYERS ADDRESS (Street, City, State, Zip)
LOST WAGES Y/N JOB TITLE ___________________ RATE OF PAY ________________
HRS/WK _______________ SHIFT/HOURS ____________ SUPERVISOR _______________
STD/LTD/SICK PAY Y/N ________________________________________________________
Company
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If it really was a no–brainer to make it on your own in business there’d be millions of no–brained, harebrained, and otherwise dubiously brained individuals quitting their day jobs and hanging out their own shingles. Nobody would be left to round out the workforce and execute the business plan. | Bill Rancic