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New Client Matter Intake

Please complete the following New Case Matter form for all new matters.

Please do not start working on any matter until the engagement is complete and the matter has been entered in Cosmolex.

New Client/Matter

New Client/Matter Intake

"*" indicates required fields

Client Information

Attorney Submitting NCM*

Is this a New or Existing Client?*

New Client

Existing Client

Client Type*

Individual

Company or Other Entity

Conflict Check Completed?*

Yes

No

Send Welcome Email?*

The client will receive a welcome email unless "NO" is checked.

Yes

No

Industry Type

Type of Work*

Number of Employees*

Client Name*

The person or entity on the engagement letter.

Primary Client Contact

Who makes decisions regarding the matter?

Is the Billing Contact Different than the Primary Client Contact?*

Yes

No

Is the Matter Contact Different than the Primary Client Contact?*

Yes

No

Address*

Primary Contact Phone Number*

Primary Contact Email

Billing Contact Name*

If different from primary client contact

Billing Contact Phone Number

If different from primary client contact

Billing Contact Email

Matter Name*

Matter Contact Name*

If different from primary client contact

Matter Contact Phone Number

If different from primary client contact

Matter Contact Email

Retainer and Fees

Billing Type*

Hourly

Flat Rate Amount (enter amount as "other" in Retainer)

Initial Consult (enter amount as "other" in Retainer)

Pro Bono Project

Other

Retainer Amount*

$2,500 General/Consulting

$15,000 Litigation

Waived

Other

Do Rack Rates Apply*

Yes

No

Attorneys

Originating Attorney*

Originating Percentage*

17%

Other

Responsible Attorney*

Responsible Percentage*

15%

Other

New Engagement Letter Needed?*

Yes

No

Attorney Reviewing Engagement Docs*

Insurance Coverage?

Yes

No

Special Billing Instructions?

Unless otherwise noted, bills will be sent to Contact via Cosmolex.

Referral Source

Opposing Counsel

Adverse Parties

Friendly Parties

Is Litigation Hold Letter with Questionnaire Needed?

Yes

No

Position Statement or Answer Deadline

Or any other important date.

Other Intake Notes:

Additional Matter - Second

Click Yes if you want to enter information on a second matter for the same client.

Is there a second matter?

Yes

No

Second Matter Conflict Check Completed?*

Yes

No

Matter Name - Second Matter*

Retainer and Fees

Retainer Amount*

$2,500 General/Consulting

$15,000 Litigation

Waived

Other

Billing Type*

Hourly

Flat Rate Amount

Pro Bono Project

Other

Do Rack Rates Apply*

Yes

No

Flat Rate Amount*

Attorneys

Originating Attorney*

Originating Percentage*

17%

Other

Responsible Attorney*

Responsible Percentage*

15%

Other

New Engagement Letter Needed?*

Yes

No

Attorney Reviewing Engagement Docs*

Is Litigation Hold Letter with Questionnaire Needed?

Yes

No

Position Statement or Answer Deadline

Or any other important date.

Other Intake Notes:

Additional Matter - Third

Click Yes if you want to enter information on a third matter for the same client.

Is there a third matter?

Yes

No

Conflict Check Completed?*

Yes

No

Matter Name - Third Matter*

Retainer and Fees

Retainer Amount*

$2,500 General/Consulting

$15,000 Litigation

Waived

Other

Billing Type*

Hourly

Flat Rate Amount

Pro Bono Project

Other

Do Rack Rates Apply*

Yes

No

Flat Rate Amount*

Attorneys

Originating Attorney*

Originating Percentage*

17%

Other

Responsible Attorney*

Responsible Percentage*

15%

Other

New Engagement Letter Needed?*

Yes

No

Attorney Reviewing Engagement Docs*

Is Litigation Hold Letter with Questionnaire Needed?

Yes

No

Position Statement or Answer Deadline

Or any other important date.

Other Intake Notes:

Additional Matter - Fourth

Click Yes if you want to enter information on a fourth matter for the same client.

Is there a fourth matter?

Yes

No

Conflict Check Completed?*

Yes

No

Matter Name - Fourth Matter*

Retainer and Fees

Retainer Amount*

$2,500 General/Consulting

$15,000 Litigation

Waived

Other

Billing Type*

Hourly

Flat Rate Amount

Pro Bono Project

Other

Do Rack Rates Apply*

Yes

No

Flat Rate Amount*

Attorneys

Originating Attorney*

Originating Percentage*

17%

Other

Responsible Attorney*

Responsible Percentage*

15%

Other

New Engagement Letter Needed?*

Yes

No

Attorney Reviewing Engagement Docs*

Is Litigation Hold Letter with Questionnaire Needed?

Yes

No

Position Statement or Answer Deadline

Or any other important date.

Other Intake Notes:

Untitled

Untitled

Phone

This field is for validation purposes and should be left unchanged.

After you click Submit, the Admin will start drafting the engagement packet.

[email protected]

410 Plasters Avenue NE, Suite 200, Atlanta, GA 30324

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