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McGrath & Spielberger’s Potential Client Intake Form

Included in case types we do NOT handle are family law, personal injury, consumer protection, residential evictions, automobile matters, personal defamation, and small claims. Also, we do NOT work on a contingency fee basis. Thanks.

Which type of matter do you need assistance with?*

***Pre-Nuptial or Post-Nuptial Agreement assistance - please do not go further on the current form but instead click this link***

https://mcgrathandspielbergerpllc.formstack.com/forms/pre_nuptial_intake_form

In what state / jurisdiction is your matter? (can choose more than 1)*
If your case is in a state other than those listed above, we CANNOT handle it; you may want to use the "Lawyer Referral Service" via that state's Bar association.
Your name*
Which of the following best describes the business law services you are interested in? (check all which apply)*
If not formed yet, what do you expect the business name to be and in what State do you intend to form it, if known?
Your Role in the Business (choose all which apply)*
**If you are not currently part of the business, please select "Other" and explain.**
Which best describe your real estate matter?*
If this is a construction/renovation or foreclosure/mortgage relief situation, please go back and choose that specific case type.

Please note that for residential real estate purchases as Buyer's attorney, we only handle Mecklenburg County, NC closings. For commercial real estate transactions and/or acting on behalf of Seller, we consider cases from other locations as well.

Your role as it relates to the real estate situation you're inquiring about. (choose all which apply)*

As noted in the very first part of this form, we do NOT handle residential evictions or disputes regarding residential leases. If that is your situation, you should generally not proceed further with this form / with us, but rather consider contacting the lawyer referral service for your state or county. Thanks.

The address of the property at issue.*
County, not "country" - thanks!
Property type at issue. *
Which of the following best describes the type of contract assistance you need? (check all which apply)*
Is there a lawyer involved for another party in your current contract situation?*
Are you also potentially interested in us assisting with negotiations related to this contract?*
How would you characterize the relationship with the other contractual party and/or that party's involved lawyer? (choose all which apply)*
We'd like to know the lay of the land and if you've run into frustrations vs. having a smooth process thus far, etc.

A great way to go about completing this intake form is by first having the most recent mortgage loan statement or similar account statement available, whether in paper format or by pulling up the account online. Please understand that the more relevant information we have, the more effectively we can perform a preliminary review of your matter. Thanks very much.

For example, sometimes only one spouse is a borrower but they jointly own the property
Address of the property at issue.*
County, not "country" - thanks!
Property type.*
For example: "$250,000.00 according to the county's tax records"
Goal for this property / what you hope an attorney can help you accomplish. *
Status of the loan at issue. *
Principal balance + interest + fees, etc.
How many loans against this property?*
Please include more detail if the other loan(s) being described here are in default and/or if you are wanting to get rid of this property.
Which of these best describe your mortgage situation? (choose all which apply)*
Interest rate. *
This is the entity which takes payments and handles the day-to-day operations of the loan.
Loan modification status.
Government-affiliated loan? (e.g. Fannie Mae, Freddie Mac, FHA, VA)*
These loans are owned, backed by, or insured by the federal government in some way.
Foreclosure case status.*
A foreclosure case exists if a lawsuit has been filed in the formal legal system.
If you are sending us a document with that #, you can disregard this field.
Which services are you interested in? (choose all which apply)*
Regarding bankruptcy ("BK") - select all which apply. *
Servicemember / military status.*
Your role / your company's role.*
Which of of these best describes your contractor situation? (check all which apply)*
Which of of these best describes your contractor situation? (check all which apply)*
Type of property / project. *
Are you contacting us from the creditor / collection side or the debtor side?*
We do not handle medical debt or student loan situations.
Type of debt / situation (may choose more than one). *
We do not handle medical debt or student loan situations.
Do you have a lump sum available to contribute toward a settlement?*
Are any of the creditors government agencies or credit unions?*
With regard to debt resolution services,*
As to bankruptcy,*
Are you married?
Which of these are you interested in / are you inquiring about?*
Just answer for you; if you are married, items relevant to your spouse will be addressed separately.
Does this inquiry include the same estate planning type items for your spouse?
Which of these estate planning type items do you have in place? (choose all which apply)*
Just answer for you; if you are married, items relevant to your spouse will be addressed separately.
Which (if any) of these have occurred for you *since any previous estate planning type items (like those listed above) were executed?*
Choose all options which apply, thanks.
Which of the following apply to you? (choose all which apply)*
Which of the following apply to you, if any? (choose all which apply)*
Which of these estate planning type items does your spouse have in place? (choose all which apply)*
Which (if any) of these have occurred for your spouse *since any previous estate planning type items (like those listed above) were executed?*
Choose all options which apply, thanks.
Which of the following apply for spouse? (answer from the spouse's perspective; choose all which apply)*
Which of the following apply to spouse? (choose all which apply)*
Does this involve a dispute with anyone else, whether a person or business entity?*
**We realize this may not seem to apply to some of you or may be duplicative, but we ask it to make 100% certain on this key issue.**
Lawsuit, arbitration, or mediation? (choose all which apply)*
Lawsuit filed in:
county, not country
Your (or your company's) primary role in the dispute.*
example: "Lawsuit Complaint served on me 12 days ago" or "Case filed 3 months ago, hearing on Motion for Summary Judgment coming up".
example: "Lawsuit Complaint served on me 12 days ago" or "Case filed 3 months ago, hearing on Motion for Summary Judgment coming up".
example: "Lawsuit Complaint served on me 12 days ago" or "Case filed 3 months ago, hearing on Motion for Summary Judgment coming up".
Are there any deadlines?*
Please identify the deadline (if not exactly sure, please approximate)*
Please identify the deadline (if not exactly sure, please approximate)
The more information you provide, the more effectively we can evaluate it.
The more information you provide, the more effectively we can evaluate it.
Please attach and upload any relevant documents / files, which we will keep private.
No File Chosen
File uploads may not work on some mobile devices.
Please know that even a few key documents or even a few relevant screenshots can be very helpful. For matters involving a lawsuit or dispute, this is especially important.
This information is kept confidential.
What lead to you contacting McGrath & Spielberger specifically?*
By checking the box below, I certify that the information I have provided above is true and accurate, and I understand that McGrath & Spielberger will rely on it.*
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