Client Intake Questionnaire (Real Estate)

1. Client Information

• Full legal name:
• Entity name (if applicable):
• Address:
• Phone:
• Email:
• Preferred communication method (phone/email/portal/text): Text messaging may not be confidential.

2. Matter Type

Select all that apply:
☐ Purchase
☐ Sale
☐ Lease (landlord)
☐ Lease (tenant)
☐ Eviction / unlawful detainer
☐ Title issue / quiet title
☐ Boundary or easement dispute
☐ Construction defect
☐ Real estate litigation
☐ Other: ________________________

3. Property Information

• Property address:
• Property type: ☐ Residential ☐ Commercial ☐ Multi-family ☐ Vacant land
• Purchase price / rent amount:
• Closing date or key deadlines:
• Current occupancy status:

4. Parties Involved

• Buyer/seller/landlord/tenant names:
• Brokers/agents:
• Lender (if any):
• Title company or escrow:
• Property manager (if any):

5. Contracts and Documents

• Purchase agreement / lease executed? ☐ Yes ☐ No
• Addenda or amendments:
• Inspection reports:
• Title report or commitment:
• HOA/condo documents:

6. Financing and Liens

• Financing type and lender:
• Existing liens or judgments:
• Escrow holdbacks or credits:

7. Disputes or Issues

• Description of dispute or issue:
• Notices sent or received:
• Prior counsel involved? ☐ Yes ☐ No

8. Objectives and Deadlines

• Desired outcome:
• Upcoming deadlines or hearings:

9. Documents to Provide

☐ Purchase agreement / lease
☐ Title report / survey
☐ Inspection reports
☐ HOA documents
☐ Notices / correspondence
☐ Photos / evidence
☐ 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: __________