New Client Intake Form - Legal Technology Solutions

New Client Intake Form

Thank you for the opportunity to servicing you!

If you prefer to provide this information over the phone, we can gladly do so, however, to save time and to enhance the accuracy of the information, it’s always better to use this form instead.

Our New Client setup process is is fairly simple:

  1. Fill in the form below
  2. Once the form is processed and approved on our end,  you will get a welcome Email to our billing portal, where you will be asked to enter your payment information (Credit Card or ACH).
    1. The email will be sent from our PCI-complied processor “ConnectBooster”.
    2. We require all of our customers to have a valid payment method on file.
    3. more information can be found here…
  3. We will Email you our Master Service Agreement for electronic signature. You can preview this agreement here…

Once the above 3 steps are completed, you will be officially registered on our end, and will be eligible to request support from our team!

Additional forms we might request from you:

(you do not need to fill these up, unless asked to do so)

  1. User list collection sheet:
  2. Technical questionnaire: 

If at any point you have any questions, please Email us at , or contact our team via phone. We’re always happy to help !

Company Name *
Company Address 1 *
Company Address 2
Company City *
Company State *
Company Zip *
Company Phone *
Company Alternate Phone
Company Fax
Company Web Site
Company Territory Name *
Company Market Segment *
How to contact you after hours (email, call, etc) *
Company Number of Employees *
Primary Contact First Name *
Contact Last Name *
Contact Title *
Contact Business Address (Leave blank if it's the same as the Company Address)
Address 2
Contact City
Contact State
Contact Zip
Contact Country
Contact Work Phone *
Contact Phone Extension
Contact Mobile Phone
Please share who referred you to us, or how did you hear about us?
Billing E-Mail Address * (This will be used for your billing portal login and communication. This can be changed later as needed.)
Contact Alternate Email
What is your general role? *

Please press only once and wait. It may take up to 45 seconds to be taken to the next screen