Client Intake/Interviewing

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	CBA CLE Membership Benefits For Lawyers Casemaker The Colorado Lawyer Opinions/ Rules/ Statutes By Practice Area Practice Management ABA TECH SHOW 2008! General Practice Management Resources Associating Counsel Bar Admission Calendaring/Docketing Career Issues Case Management (Practice Management) Choice of Entity Client Intake/Interviewing Client Satisfaction/Relations Closing a Practice-PLANNING AHEAD Confidentiality Conflicts Checking Contract Attorneys Declining Representation Dissolution - Law Firm Donating Furniture/Equipment/Computers Employee Benefits Engagement Letters Ergonomics Ethics Experts Family Law Fee Agreements File/Records Management, Retention, Destruction Forms Gramm-Leach-Bliley Act Human Resources Interpreters Jury Instructions Jury Verdicts Largest Law Firms Leaving a Law Firm Legal Administrators Letterhead Litigation Tools/Aides/Equipment Malpractice Insurance Malpractice Prevention Non-Engagement Of Counsel Office Leases Office Sharing Office Space Practice Management (Case Management) Rule 16 Self Audit Checklist Solo or Small Firm Practice Starting a Practice Terminating the Client Relationship/Withdrawing from a Case Time Management Unauthorized Practice of Law Technology Resources Marketing Resources Finance Resources LPM Publications and Lending Library Training in the Latest Technology! Forms Malpractice Insurance Info Settling Disputes Over Legal Fees Whoops! Newsletters – Malpractice Prevention LexisNexis Stuff Online Legal Research Helpful Links Tech Tips 60 Sites in 60 Minutes 2000 Economic Survey Legal Research Links Find-A-Lawyer Colorado Courts Website Continuing Legal Education Ethics Professionalism Attorney Registration E-Filing Legislative Matters Employment Listserves Law Related Websites Litigators Handbook CBA e-Brief Volunteer Opportunities Join the CBA Confidential Assistance for Attorneys Help - FAQs Inside the Bar News/Media Resources For the Public From the Courts Most Viewed Find-A-Lawyer Directory The Colorado Lawyer, October Issue Casemaker Supreme Court Opinions Court of Appeals Opinions Employment Opportunities	Home > For Lawyers > Practice Management > General Practice Management Resources > Client Intake/Interviewing Additional Info "The Engagement Process:" Attorney Questions "The Engagement Process:" Client Questions Attorney and Client Initial Client Interview Check List Initial Client Interview Form New Client Information Form Client Information Form Client Information Form 2 Intake Sheet Client Intake Sheet for Personal Injury Client Interview Info Form for Individuals Client Interview Info Form for Businesses Conflict Check Systems BASIC Case Information Form Client Intake/Interviewing We have lots of forms in this category. All are in pdf format, requiring Adobe® Acrobat Reader® to open the documents. (If you don't have Acrobat Reader®, you can download it for free at www.adobe.com.) Some of these forms are duplicative, but we wanted to provide you with all of the examples from our resource files. You'll probably find that you want to combine parts of several forms. Also, read the January 2003 edition of Whoops! in The Colorado Lawyer, "Getting Hitched: Confirming the Attorney/Client Engagement."