Bankruptcy Lawyers And Intake Forms


Bankruptcy lawyers seem to live and die by their intake forms. This is when we meet the client the first time, assess the situation, and decide whether it makes sense to work together. Lawyer asks questions, client answers and asks others. A game of volleyball that can last between 30 minutes and 2 hours depending on the lawyer.

New bankruptcy lawyers often hop on a listserv and ask for everyone to send them copies of their intake forms. Others buy a set from an online company, and still others use the built-in forms from their software provider.

The result is a set of bankruptcy intake forms ranging from 20-40 pages, thick with legalese and minutiae. In an effort to avoid problems later, we force our client to do every bit of heavy lifting. No stone unturned means a stack of intake forms that would make an environmentalist cry.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Jay Fleischman, Shaev & Fleischman LLP | Attorney Advertising

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