New Matter Form

Disclaimer: Please fill out what you know even if you don't have all of the information because we will help you during your kick-off consultation.

Welcome to our Nonprofit Department. Please complete the New Client Form in order to assist us with setting up your new matter file. To speed up the onboarding process, please answer the following questions as soon as possible (within 48 hours). Please remember that this form as well as all of your communications to and from our firm are protected by the attorney-client privilege. Let us know if you have any questions or concerns.

Full Legal Name of Primary Contact *

How do you identify? *

Male
Female
Other

What is your occupation? *

Company Name (if applicable)

Mailing Address *

Address Line 1

Address Line 2

City

State

Zip Code

Phone #1 (Home or Cell) *

Phone #2 (Work or Other)

E-mail Address *

Website (if applicable)

How did you hear about us? *

Name of the person referred

Email address of the person referred

Birthday *

Explain in detail what you need assistance with: *

Why is the service you listed in Question #1 important to you? *

What was shared, said or taught that was the deciding factor for you hiring Chisholm Law Firm? *

In your opinion, what were the 3 most valuable benefits included in the package you chose? *

How time sensitive is this matter to you? (e.g., This requires immediate attention, This is important but not urgent, I am in no rush, etc.) *

Have you been a party to a lawsuit or represented by a lawyer before regarding this matter? *

Yes
No

If so, please name the lawyer and describe the circumstances and the outcome. *

Nonprofit Information

Please confirm the name of your nonprofit exactly as you would like it to be listed. Please include two alternate names, in case the first is taken.

Alternate name #1

Alternate name #2

Please provide a brief description of your nonprofit.

Briefly describe the organization’s mission or most important activities.

Please confirm the physical address (must be street address) of the nonprofit. (This may be a home address but will be public record)

Please confirm the mailing address of the nonprofit. This may be a P.O. Box, home address or the same address listed in the previous question). This will be public record.

Who should be listed as the founder (incorporator) of the nonprofit? Please list their full legal name.

Board of Directors: Please list a minimum of (3) individuals willing to serve as members of the initial board of directors. They must be at least 18 years old. Note: This information will be public record and may be listed online and in other venues as a result of filing. You can list yourself under one of these three categories if applicable.

Board Member/President *

Board Member/Secretary *

Board Member/Treasurer *

What is the name of the person or business that should be listed as the primary contact (registered agent) for the nonprofit?

A registered agent receives official mail on behalf of the organization if the nonprofit was ever sued or needed to receive correspondence from the State.

What is the address of the registered agent? It must be a physical street address (not PO Box) located in your state.

Address Line 1

Address Line 2

City

State

Zip Code

This information will be public record and may be listed online and in other venues as a result of filing.

Please confirm the e-mail address you would like associated with the nonprofit?

This is used in the event the State needs to reach you

Please confirm the phone number you would like associated with the nonprofit?

This is used in the event the State needs to reach you

Do you have any other special information you would like us to be aware of?

Are there any immediate questions that you have?

Friends Don’t Let Friends Go Without Legal Counsel.

Do you know of any other friends, colleagues or family members that may need similar legal assistance? If so, please share their information here and we’ll give them a call just to see if we can help

Name *

First

Last

Phone Number

Email Address

Assistance needed

Special Requests