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Client Intake Checklist

Instructions for Clients

Review: Use this checklist to gather all necessary documents before your appointment.

Submit: Upload documents securely via email or bring them to your appointment.

Ask Questions: Contact us if you’re unsure about any items.

Date

Month

Day

Year

First name

Last name

Birthday

Month

Day

Year

Phone

Multi-line address

Country/Region

Address

City

Zip / Postal code

Schedule Your Free 30-Min Consultation

Schedule an appointment

May 2025

Week starting Sunday, May 25

Time zone: Coordinated Universal Time (UTC)Phone call

Saturday, May 31

10:00 AM - 11:00 AM

11:00 AM - 12:00 PM

12:00 PM - 1:00 PM

1:00 PM - 2:00 PM

Check all that are applicable below:

After Our Consultation

Next Steps: Submit What’s Needed to Move Forward

If you'd like to move forward with services, please check the items you plan to provide. These are required to begin your document preparation.

Please check all that apply. These are the documents or items you’ll need to submit to proceed with your case:

Identification

Government-Issued Photo ID (Driver's License, Passport, State ID)

Social Security Number

Income Documentation (For Fee Waivers)

Pay Stubs for the Last 3 Months

Unemployment Benefits Statement

Tax Return or W-2 (most recent year)

Proof of Government Assistance (e.g., SNAP, Medicaid, SSI, TANF)

Asset Information

Bank Statements for the Last 3 Months

Proof of Vehicle Ownership or Lease (if applicable)

Documentation of Other Significant Assets

Proof of Residency

Utility Bill or Lease Agreement

Employer Verification Letter or Self-Employment Income Statement (if needed)

Relevant Case Number/Opposing Party Name and Contact Information

Existing Legal Documents

Any Prior Court Orders (e.g., custody, support, property division)

Marriage Certificate (for divorce cases)

Birth Certificates (for custody or guardianship cases)

Legal Notices or Correspondence (e.g., eviction notices, legal filings)

Attachments can be sent to coastallegalsos@gmail.com

Thank you for booking a consultation with Coastal Legal Solutions. Once submitted, I’ll begin working on your documents and keep you informed every step of the way. If you’re missing something or have questions, don’t worry, just reach out and I’ll guide you through it.

Have a wonderful day!

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