Client Intake Questionnaire (Business/Corporate)

1. Client and Entity Information

• Legal entity name:
• Entity type: ☐ LLC ☐ Corporation ☐ Partnership ☐ Sole proprietorship ☐ Nonprofit
• State of formation:
• EIN:
• Principal business address:
• Website:
• Primary contact name/title:
• Phone/email:

2. Owners and Management

• Owners/members/shareholders (names and % ownership):
• Managers/officers/directors:
• Existing operating agreement/bylaws/shareholder agreement? ☐ Yes ☐ No

3. Matter Type

Select all that apply:
☐ Entity formation
☐ Governance/ownership disputes
☐ Contracts and commercial transactions
☐ Financing/investment
☐ M&A / asset sale
☐ Employment/HR policies
☐ IP licensing
☐ Compliance/regulatory
☐ Litigation
☐ Other: ________________________

4. Business Overview

• Description of business activities:
• Key products/services:
• Key customers/vendors:
• Geographic markets:

5. Key Contracts and Documents

• Material contracts (customer/vendor/partner):
• Leases:
• Financing documents:
• IP assignments or licenses:
• Pending term sheets or letters of intent:

6. Financial Information

• Recent revenue (annual):
• Profit/loss summary:
• Current debts or liens:
• Financial statements available? ☐ Yes ☐ No

7. Disputes and Risks

• Current or threatened disputes? ☐ Yes ☐ No
• Government investigations or compliance issues? ☐ Yes ☐ No
• Pending litigation? ☐ Yes ☐ No

8. Deadlines and Objectives

• Key deadlines:
• Desired outcome:

9. Documents to Provide

☐ Organizational documents (articles, bylaws, OA)
☐ Cap table / ownership records
☐ Material contracts
☐ Financial statements
☐ Prior counsel correspondence
☐ Other supporting documents: ________________________

10. Acknowledgment

• I certify that the information provided is accurate to the best of my knowledge and understand that submission does not create an attorney-client relationship until a written engagement agreement is signed.

Client signature: ____________________________ Date: __________

Intake received by (staff): ____________________ Date: __________