Client Intake Form

Help Us Serve You Better — Complete Before Your First Appointment

To provide the most effective legal representation, Sterling Oaks Law Firm asks all new clients to complete our Client Intake Form before their first consultation. This confidential form collects essential background details to help our team understand your situation, identify key legal issues, and prepare for your case with accuracy and efficiency.

Completing the form in advance allows us to:

Maximize the value of your consultation time
Reduce delays in case assessment or onboarding
Ensure we have the necessary information to move forward confidently

Download & Submit

Please download the form, complete it as fully as possible, and return it to our office via email or bring it to your scheduled consultation.

Download PDF

What’s Included on the Intake Form?

Our intake form requests the following information:

asic contact and identification details
Employment and communication preferences
Legal services you’re seeking (e.g., business, estate, tribal law)
How you heard about our firm
Consent preferences for email and text communications
Payment method and retainer agreement information (if applicable

All answers are treated with strict confidentiality in accordance with professional legal standards and privacy obligations.

Who Should Use This Form?

This intake form is for all new clients of Sterling Oaks Law Firm, including individuals, families, and business representatives seeking help in areas such as:

Real property or estate matters

Business formation or contracts

Tribal or Native American legal issues

Probate, wills, or outside general counsel support

Questions About the Intake Process?

Our team is happy to walk you through the form or answer any questions about the intake process. We're committed to making your first interaction with our firm smooth, respectful, and productive.