When you hire an attorney, you'll often times receive a packet to fill out that requests information about you, your matter, and oftentimes your financial status. It's important that you pay attention to this paperwork and fill it all out honestly. Here's why:
Your paperwork, at Guest & Gray it's known as the Client Intake Packet, gives your attorney all of your basic information that will be needed throughout the legal process, as well as your background and information about your case. If you're going through a divorce or custody battle, then you'll need to give information related to your finances. This is called the Financial Information Sheet.
This sheet lets your attorney know your financial status and what your needs are, so that when you get Temporary Orders or a Final Order in your case, all decisions are based upon the facts in the matter.
During a custody case, you'll also need to fill out a Custody Questionnaire which asks important information about the children, their schedules, and how they are taken care of. Answering this honestly gives your Attorney the tools they need to represent you properly.
Your Intake Form requests sensitive information about you and the other party, as well as general information about you. Your attorney will never share this information without your consent, so it's important that you provide all this information and do so knowing it's secure.
When drafting Agreements or Orders, your personal information is required to be inserted in certain areas. Your Attorney having this information saves a lot of time and makes sure that they are giving you the standard of service that you deserve.
Are you a Guest & Gray client and have questions about your intake form? Please let us know, we are happy to walk through it with you.