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Client Retained Information

ONLY fill this form out if the client has retained us (PAID). This will tag them as "Retained" and "Existing Client" so they get put in the funnel that is intended for clients only.

If a client has engaged for more than one practice area, please fill out this form for each practice area they engaged for. Please see AH/RR if you have any questions. Thank you!

**IMPORTANT: Their information submitted on this form MUST match what was first entered on their intake form.**

First Name *
Last Name *

Matter Name *

Email *

Fee/Retainer Amount

Is a Design Meeting Needed? *

YesNo

Met With: *

Date of Payment *

Your initials *