New Client Information Sheet

Primary Contact

Full Legal Name of Primary Contact

Direct Phone Number

Email Address

Complete this section only if billing correspondence should be sent to someone other than the Primary Contact.

Billing Contact Name

Billing Contact Phone Number

Billing Contact Email

Full Name of Significant Players, Officers, Investors (if relevant to the legal work)

Phone Number for Significant Players, Officers, Investors (if relevant to the legal work)

Email for Significant Players, Officers, Investors (if relevant to the legal work)

Full Name of Adverse Parties, if any

Phone Number for Adverse Parties

Email for Adverse Parties

Security Check