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MATTERS BEFORE THE TEXAS BOARD OF LAW EXAMINERS (BOLE) CLIENT INTERVIEW FORM
Notice To Client: All the information you will provide is confidential. It will not be shown or revealed to anyone without your permission. If you need more space for any answer please write on the back of the attached sheets. Our ability to help with your case will depend on how truthful and complete you are in answering all the questions. If we do decide to take your case and represent you, you will have to sign an attorney employment contract that will set-forth the terms of our engagement. It is only after we have reviewed with you the Interview Form and the Employment Agreement has been signed, we can start working on your case. We believe your problem requires serious attention. This is the reason we have such a long form because we believe your case deserves the time and attention to find all pertinent information. Please help yourself by taking the time to be as complete as possible.
NAME: ________________________________ Date of Interview:
________________
ADDRESS: ___________________________________ Referred by:______________
E-MAIL
ADDRESS:______________________________________________________
TELEPHONE: (HOME) ______________________ (WORK) _____________________
1. PERSONAL DATA
A. DATE OF BIRTH:___________________________ (AGE:______)
B. EDUCATION:
1. Undergraduate: _______ 2. Graduate: ________ 3. Law School: ____________
C. EMPLOYMENT HISTORY:______________________________________________
______________________________________________________________________
D. CLAIMS HISTORY (Injury, Discrimination, or Unemployment):__________________
______________________________________________________________________
E. MARITAL HISTORY:___________________________________________________
______________________________________________________________________
F. PRIOR ARRESTS OR CONVICTIONS (In any State or Federal Court, include
misdemeanors and DWIs):________________________________________________
_______________________________________________________________________
2. DETAILS OF MATTER BEFORE BOLE (Why Are You Seeking Legal Counsel)
A. TYPE OF MATTER:___________________________________________________
B. DATE OF INCIDENT(S):___________________________________________________
C. HOW DID THE PROBLEM FIRST COME TO YOUR ATTENTION:_________________
D. DID YOU GET A LETTER:_________________________________________________
(Please provide copies of all letters)
3. WHAT DOES BOLE CONTEND THAT THE PROBLEM IS: ______________________________
4. ANY ATTORNEYS IN CLIENT’S FAMILY:
A. NAME AND RELATIONSHIP:____________________________________________
______________________________________________________________________
B. WHETHER CONSULTED IN THIS CASE:__________________________________
______________________________________________________________________
C. WHY NOT CONSULTED IN THIS CASE:___________________________________
______________________________________________________________________
D. WHAT ADVICE GIVEN BY ATTORNEY RELATIVE, IF ANY, ON
THIS MATTER:__________________________________________________________
5. ADVICE RECEIVED FROM NON-ATTORNEY THIRD PARTY IN THIS MATTER
A. WHO:______________________________________________________________
B. WHEN:_____________________________________________________________
C. WHAT ADVISED:_____________________________________________________
______________________________________________________________________
6. WHAT DO YOU WANT TO ACCOMPLISH WITH THIS MATTER?
______________________________________________________________________
7. WHAT ELSE DO YOU THINK I SHOULD KNOW BEFORE STARTING THIS CASE?
______________________________________________________________________
8. SUMMARY OF WHAT DOCUMENTS YOU NEED TO PROVIDE
A. All Correspondence (Letters) sent to and received from the BOLE
B. All other related Legal Documents
9. HOW TO BEST CONTACT YOU
A. Do you prefer that we:
1. Write - please provide address ____________________________
2. Telephone – please provide number ________________________
3. E-mail- please provide e-mail address ______________________
4. Combination – please provide _____________________________
10. HOW DID YOU LEARN ABOUT THE BENNETT LAW FIRM?
_________________________________________________________________________________
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