Disclaimer: This form is used to collect information about new clients and is for internal purposes only. The information you provide is confidential and will be treated accordingly.

Personal Information

Full Name *

Date of Birth *

Social Security Number *

Driver's License Number *

Marital Status *

Single

Married

Widowed

Divorced

Address *

State *

City *

Zip code *

Do you have any children? *

Yes

How many live with you?

If yes, how many are currently under 18 years of age?

Have you ever been convicted of, or charged with, a criminal offense? *

Yes

If Yes, describe the situation

Contact Information

Phone *

Secondary Phone Number

Do you receive your voicemails? *

Yes

Email *

Military History

Have you ever been in the military? *

Yes

Service Number

Type of Discharge

Branch

Dates of Service

Employment Information

Employer's Name *

Occupation *

Annual Pay *

Start Date *

Education *

High School

Bachelor's

Master's

Other

Have you ever filed for bankruptcy? *

Yes

If yes, when?

Legal Questionnaire

Briefly describe your legal issue *

Have you ever been represented by another firm for this issue? *

Yes

If yes, which firm(s)?

Do you have any witnesses for your case? *

Yes

Case Number

Next Court Date and Time (If Any)

Which county is the case located in? *

Upload court filings, contracts, and any pertinent documents needed for your case

Please upload any relevant case documentation

Communication Policy Acknowledgment

As part of our commitment to providing you with effective and efficient legal services, we kindly ask you to read and acknowledge the following communication policy of MAH Advising PLLC:

Text or Email for Updates: For regular inquiries or updates regarding your case, please text our office or send an email to info@mahadvising.com. This method is preferred for timely and documented communication.

Limited Calls for Non-Emergencies: We strive to respond to all queries promptly. To help us manage workflow and ensure that all clients receive timely attention, please limit phone calls to the office for non-emergencies. We assure you that all messages are received and will be addressed within 24 hours.

Emergency Contact Protocol: In the event of an emergency, you may call our office at +1-917-791-0636. Our receptionist will guide you accordingly. If the responsible attorney is available, they will speak with you directly; otherwise, you will be contacted at the earliest opportunity.

By signing below, you acknowledge that you have read, understood, and agreed to adhere to the communication policy outlined above. This policy is designed to ensure efficient and effective communication between you and our team. All information entered on this intake form is accurate to the best of my knowledge. I understand that in the event of any inaccuracies, any retainer amount paid is subject to forfeiture.

Signature *

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