CIS for Attorney
First Name
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Last Name
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Phone
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Email
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Referral Source
City
Address
State
Postal code
Responsible Attorney or Paralegal
David Murphy
Mark Fierro
Alison Tsuji
Kelly Tolar-Stubblefield
Kendall Tolar
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Intake Forms Needed
Business
Litigation/Dispute
Personal Injury
Estate Planning (Single)
Estate Planning (Married)
Deed
Aff of Heirship
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Portion Earned
Is this client accepted or rejected?
Accepted
Rejected
Retainer Amount
Followup future date
Scope Of Rep:
Detailed Matter Notes
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