New client onboarding.

Takes about 10 minutes. We only ask what we can't find ourselves — everything else (tech access, compliance verification, intake workflow details) is handled together on your kickoff call.

Your answers save automatically in this browser — you can leave and finish later on this device.

Section 1

Your Firm

Your namePerson completing this form

Your email

Legal business name (as registered)

DBA / name used in advertisingIf different

Firm website URL

Main firm phone number

Best number to route qualified consultations to

Business address — street

City

State

ZIP

EIN

Company structure

Managing / responsible attorney — name, bar number(s), and state(s) admitted Blocker

Section 2

The Cases You Want

This is the section worth slowing down for — your answers become the screening questions our intake team asks before a consultation ever reaches your calendar.

Case types you'll accept — check all that apply

Which are your highest-priority case types?

Our standard qualification screen — edit anything to match your intake rules BlockerThis is the exact screen our intake team will run. Change numbers, delete lines, add your own rules — whatever survives below becomes your screening script.

Any other automatic disqualifiers we should screen for?

City / area to target and advertise in

Where do you take cases? BlockerCounties or metro you'll file in, plus anywhere to exclude

Section 3

Intake & Capacity

Who receives booked consultations?Name, email, and direct phone for each person

How should booked consultations reach you?

Intake hours + time zone

New cases you can absorb per month Blocker

Calendar system

Case management software

Section 4

Advertising Compliance Blocker

We independently verify your state bar's advertising rules before anything goes live — these three answers are just what we can't look up.

Required disclaimer language you currently use on ads, verbatimIf none, write "none"

Who approves creative before it goes live?Name + email

Typical turnaround for approval

Any advertising restrictions you already know apply to you?Pre-filing requirements, prohibited words, anything your bar has flagged before

Section 5

Your Offer

Contingency fee percentageNote if it changes at litigation

Primary ad offer

What genuinely differentiates you from the billboard firms in your market?

Anything you absolutely do not want said or implied in your advertising?

Section 6

Budget & Sign-Off

Monthly ad spend committed

Target signed cases per month

Desired start date

Authorized signer — name and title

Handled on your kickoff call: service agreement & TCPA sign-off, Meta Business Manager & ad account access, brand assets, pixel setup, CRM/calendar integration, intake workflow details, compliance verification walkthrough, and W-9/billing setup. Nothing to prepare — we guide it live.

Blanks are OK — we'll close any gaps together on your kickoff call. Ads can't go live until BLOCKER items are complete.

Onboarding received.

Thank you — our team will review your answers, flag any open blockers, and reach out within one business day to schedule your campaign kickoff.