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Client Intake

Client Intake Form

Please Carefully Review the Following Information Before Submitting an Intake Form

Thank you for conferring with us about your need for legal services. We at Lowenthal APC are both pleased and excited that you have contacted us. Please be advised of the following terms and conditions of your Initial Consultation:

Fee(s).  There may be a fee for this Initial Consultation. Please check with us before your meeting to discuss your payment options, if applicable.

Purpose.  The purpose of this Initial Consultation is for our attorney(s) to advise you, the client, what if anything, may be done for you, and what the minimum fee therefor will be. Although we may offer guidance, present options, and share first impressions, the purpose is not to render a definitive legal opinion. It may be impossible to fully assess your matter within the time frame allotted for this Consultation or with the limited information or documents that you may be able to provide at the Consultation.

Recording.  We do not consent to audio/video recordings of conversations with our office in any respect.

Outcome.  One of three outcomes is possible following your consultation: (1) you and the attorney mutually agree to the terms of representation; (2) the attorney declines representation; or (3) you decide not to use the services of our office.

If, at the end of your consultation, you wish to hire our office as legal counsel, and we agree to represent you, we will send you an engagement agreement called an “Attorney-Client Fee Agreement” for you to review. The Agreement will set forth the terms and conditions of our representation, and must be signed and returned to us before we will begin representing you. If we accept your case, but you are unable to immediately return a signed copy of the Attorney-Client Fee agreement to us, we strongly urge you to schedule a second consultation at the earliest possible time, or to immediately consult with other legal counsel to protect your rights.

If you decide not to hire our office to represent you, or if we decline your matter, this includes not representing you with respect to the matter set forth by you on the following form, as well as all other matters you may discuss with us before or during your Consultation. If your legal matter(s) involve a potential lawsuit, it is important that you realize a lawsuit must be filed within a certain period of time to avoid a forfeiture of rights. Unless you meet the terms of our engagement, we will not provide you with continuing service or information with respect to statutes of limitation or any other time-sensitive matter. Therefore, we strongly urge you to immediately consult another attorney to protect your rights. Should we elect not to represent you, our decision should not be taken by you as an expression of opinion regarding the merits of your case.

Privacy.  All information received from you is strictly confidential. Our firm takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 128-bit SSL encryption.
If you have any questions about completing this form, or your Initial Consultation, please don’t hesitate to contact us.

  • Please Briefly Describe Your Legal Matter
  • Conflict of Interest Disclosure
  • The relationship between attorney and client creates a fiduciary duty that limits the attorney’s ability to take on the representation of clients whose interests may be adverse to those of existing clients, former clients, the attorney, or the attorney’s firm. Conflicts of interest arise when an attorney’s performance of his or her duties is inhibited. Please help us avoid potential or actual conflicts of interest and provide us with information regarding any opposing or related party to the above-described matter.

  • Party No. 1
  • Party No. 2
  • Party No. 3
  • Supplemental Information
  • Disclaimer
  • Please do not include confidential or sensitive information in your submission. In the event that we are representing a party with opposing interests to your own, we may have a duty to disclose any information you provide to our client.