Foss Legal — Client Intake & Engagement Portal

Client Information

All fields marked * are required

Contact Information

First Name *

Last Name *

Email Address *

Phone Number

Mailing / Registered Address *

Business / Entity (if applicable)

Business / Entity Name

Entity Type

Authorized Representative

The Authorized Representative is the single designated individual with authority to give binding instructions to Foss Legal. Only this person may direct the Firm on this engagement.

Authorized Rep — Full Name *

Title / Role

Direct Email *

Direct Phone

Matter Description

Describe your legal matter *

⚠ Conflict Check — Required

List all opposing parties, adverse parties, debtors, defendants, or other entities with an adverse interest. Required before representation can begin.

Opposing / Adverse Parties *

⚠ Opposing parties noted. The attorney will conduct a full conflict check. Do not proceed if you believe the Firm may already represent an opposing party.

How did you hear about Foss Legal?

ℹ This form does not create an attorney-client relationship until a signed engagement agreement is in place and a conflict check is cleared.

How We Do Business

Please read and acknowledge each item before proceeding

CLEAR SCOPE. WRITTEN DIRECTION. CONTROLLED EXECUTION.

🎯 DEFINED SCOPE — NOTHING IMPLIED

Work is strictly limited to what is clearly agreed in writing. Nothing is implied or carried over from informal conversations. If it is not in the agreement, it is not in scope.

💰 FLAT FEE STRUCTURE (WHEN APPLICABLE)

Paid in full before work begins
Covers defined deliverables only
Additional work requires separate approval
Costs and expenses are client's responsibility

✍️ WRITTEN COMMUNICATION REQUIRED

Clear written instructions only
No ambiguity — no informal direction
No reliance on verbal agreements
Copy robin@fosslegal.com on all legal communications

👤 ONE DECISION-MAKER

You designate one Authorized Representative with binding authority. The Firm acts only on clear, written direction from that person. Conflicting instructions will not be acted upon.

⚖️ OUTSIDE SCOPE = NEW ENGAGEMENT

Work outside the agreed scope requires a new written agreement and approval before it begins. The Firm will not expand representation by implication or course of dealing.

📋 FILE STATUS & AUTHORIZATION

Without clear written direction, files are "Pending Client Direction" and no additional work, costs, or expenses will be incurred until direction is received.

💬 PAYOFFS & SETTLEMENTS

The Firm creates all payoffs and settlement agreements. Do not communicate payoff figures, accept payments, or negotiate settlements with opposing parties without first notifying the Firm.

📨 NEW MATTER SUBMISSION FORMAT

Demand Letter Request – Client v. Defendant
Lien Request – Client v. Defendant
Lawsuit Request – Client v. Defendant
Foreclosure Request – Client v. Defendant

Acknowledgment — Check each box to proceed

I understand that Foss Legal's representation is strictly limited to the scope defined in the written engagement agreement. Nothing outside that scope is implied or included.

I understand that all legal communications must be in writing, and that the Firm will not act on verbal instructions, informal requests, or assumptions.

I have designated one Authorized Representative who is the sole person with authority to provide binding instructions to the Firm on this engagement.

I understand that I must not contact opposing parties, provide payoff figures, or accept payments without first notifying the Firm. The Firm creates all payoffs and settlement agreements.

I understand that fees are due before work begins, that costs and expenses are my responsibility, and that work outside scope requires a new written agreement.

I have read and understand the How We Do Business terms above and agree to conduct this engagement accordingly.

Select Practice Area & Service

Choose the area of law and specific service for this engagement

Practice Area

Select a practice area above to view services

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Estate Planning Intake Questionnaire

Please complete this information to allow the attorney to prepare a planning framework before your consultation

📋 Step 1 of 4 — Intake Information & Attorney Review

After receiving your information, the attorney will review it and organize it into a summary planning framework. We will then schedule a phone or Zoom consultation to review the plan and confirm key decisions before drafting begins.

Type of Estate Planning Needed

Marital Status

Do you have children?

Do you own real estate in Louisiana?

Do you own a business or business interest?

Do you have mineral rights / oil & gas interests?

Who should be your Executor / Succession Representative?

Who should make decisions on your behalf (Power of Attorney)?

Primary Beneficiaries (who should inherit your estate?)

Special Instructions or Concerns

Immigration Intake Questionnaire

21-section screening — attorney will review for eligibility, bars, and risk factors

0 of 21 sections reviewed

Identity Verification Required ▼

Full Legal Name

Date of Birth

City of Birth

Country of Birth

Country of Citizenship

Alien Registration Number (A-Number)

Social Security Number

USCIS Online Account Number

Have you ever used any other names?

List all other names used (and when/why)

Passport & Travel Documents Required ▼

Do you currently have a valid passport?

Passport Number

Issuing Country

Issue Date

Expiration Date

Have you ever traveled under a false or another person's passport?

Explain circumstances

⚠ Use of false travel documents may constitute a permanent bar to admissibility. Attorney review required before proceeding.

First Entry into the United States Required ▼

Date of First U.S. Entry

Port of Entry (city / state / border crossing)

Did you enter with a visa?

Visa Category (e.g. B-2, F-1, H-1B)

Visa Expiration Date

Did you overstay that visa?

How long did you remain after visa expiration?

⚠ Overstay of 180+ days triggers a 3-year bar; 1+ year triggers a 10-year bar upon departure. Unlawful presence analysis required.

Did you cross the border without inspection (EWI)?

Approximate date and location of crossing

⚠ Entry without inspection (EWI) affects adjustment of status eligibility. Special pathways may apply depending on family relationships. Attorney analysis required.

⚠ Entry without a visa documented. Attorney must evaluate unlawful presence accrual and adjustment eligibility.

Border Encounters Risk Factor ▼

Have you ever been stopped, apprehended, or detained by Border Patrol or CBP?

Date of encounter

Location of encounter

Were you detained?

Duration of detention

Were fingerprints taken?

Were you issued any immigration paperwork? (NTA, I-94, Order of Supervision, etc.)

⚠ Prior border encounters may indicate a prior removal order, expedited removal, or reinstatement of removal. Attorney must review all documents issued.

Full Immigration History Required ▼

Total number of U.S. entries

Most recent entry date

List all entries and departures (approximate dates and locations)

Have you ever entered using someone else's documents or identity?

Describe the documents used and circumstances

⚠ Use of another person's identity documents may constitute fraud and could result in permanent bars to admissibility.

Have you ever been refused admission to the United States?

Date and location of refusal

Reason given

⚠ Prior refusal of admission requires attorney review to determine impact on current application.

Current Immigration Status Required ▼

Current Immigration Status

Status Expiration Date (if applicable)

Work History & Authorization Risk Factor ▼

Are you currently employed?

Employer Name

Job Title

Employment Start Date

Have you ever worked in the U.S. without employment authorization?

Dates of unauthorized employment

⚠ Unauthorized employment can affect certain visa categories and may be relevant to adjustment applications. Attorney will assess impact.

Family Relationships & Marriage Required ▼

Are you currently married?

Spouse Full Name

Spouse Immigration Status

Date of Marriage

Place of Marriage (City, State/Country)

Have you had any prior marriages?

List prior spouses and divorce dates

Children Optional ▼

Do you have children?

Number of children

Names, dates of birth, and immigration status of each child

Parents' Citizenship May Establish Citizenship ▼

Father's Citizenship

Mother's Citizenship

Criminal History ⚠ Critical ▼

This information is strictly confidential and protected by attorney-client privilege. Complete and accurate disclosure is essential for the attorney to properly evaluate your case.

Have you ever been arrested, cited, or charged with any crime — in the U.S. or abroad?

Describe each arrest / charge (date, location, charge, outcome)

Were you convicted of any offense?

Sentence imposed for each conviction

⚠ Criminal convictions — including misdemeanors — can trigger grounds of deportability or inadmissibility. Crimes Involving Moral Turpitude (CIMT), drug offenses, DUI, and domestic violence convictions require immediate attorney review.

⚠ Arrests without conviction may still require disclosure on USCIS forms. Attorney will evaluate each incident individually.

Immigration Violations & Prior Removal ⚠ Critical ▼

Have you ever been deported, removed, or ordered to leave the United States?

Date of removal / departure

Type of order (deportation / removal / voluntary departure)

Did you re-enter the U.S. after being ordered removed?

⚠ Prior removal order is a critical bar. Re-entry after removal is a federal crime. If client re-entered after removal, attorney must advise on reinstatement of removal risk before any action is taken.

Have you ever been placed in immigration court proceedings (received a Notice to Appear / NTA)?

Immigration Court location

Case status (pending / completed / appealed)

Attorney of record (if any)

⚠ Active or prior immigration court proceedings require immediate review of case history. In absentia orders may exist if client missed hearings.

Misrepresentation & Fraud ⚠ Permanent Bar Risk ▼

Misrepresentation to immigration officials can result in a permanent bar to admissibility under INA §212(a)(6)(C). Full disclosure allows the attorney to evaluate waiver eligibility.

Have you ever provided false information to U.S. immigration officials or on immigration forms?

Describe the misrepresentation

⚠ Willful misrepresentation of a material fact triggers a permanent inadmissibility bar. Waivers may be available in limited circumstances. Attorney review required before any filing.

Have you ever claimed to be a U.S. citizen (on a form, to an employer, or to any official)?

⚠ False claim to U.S. citizenship is a permanent bar with NO waiver available under current law. Attorney must evaluate this issue immediately before any filing.

Have you ever used a false, borrowed, or fraudulent Social Security number?

Context and period of use

⚠ Use of a false SSN may constitute identity theft and misrepresentation. Attorney will evaluate impact on immigration applications.

Public Benefits (Public Charge) Risk Factor ▼

Have you received U.S. government assistance or public benefits?

Type(s) of assistance received

Duration / dates

⚠ Receipt of certain public benefits may be relevant to the Public Charge ground of inadmissibility for adjustment of status applications. Attorney will evaluate applicable benefits and exemptions.

Humanitarian Protection / Asylum If Applicable ▼

Are you afraid to return to your home country?

Describe why you are afraid to return

Is the fear based on any of the following? (check all that apply)

Race Religion Nationality Political Opinion Particular Social Group Other / Unsure

Trafficking & Crime Victims (VAWA / T / U Visa) If Applicable ▼

These protections exist specifically for crime victims. Information shared here is confidential.

Have you been a victim of domestic violence, abuse, or a serious crime in the U.S.?

Describe the crime or abuse (optional — can be discussed in consultation)

ℹ VAWA self-petition, U visa (crime victim), and T visa (trafficking victim) may provide pathways to status. Attorney will evaluate all available options.

Have you cooperated or are you willing to cooperate with law enforcement regarding this crime?

Security & Background ⚠ Critical ▼

These questions are asked on all USCIS forms. Accurate answers allow the attorney to prepare your case properly.

Have you ever been a member of, associated with, or supported any organization that has engaged in persecution, genocide, or terrorism?

Describe the organization and your involvement

⚠ Terrorist-related grounds of inadmissibility are among the most serious bars. Attorney must carefully evaluate all facts before any action.

Have you received military training or served in any armed forces outside the U.S.?

Country, branch, and dates of service

U.S. Tax History Naturalization Relevance ▼

Have you filed U.S. income taxes?

Years filed (list all)

⚠ Failure to file required U.S. tax returns can affect naturalization applications. Attorney will advise on any back-filing obligations.

U.S. Property & Business Interests Optional ▼

Do you own real property in the U.S.?

Do you own or have an interest in a U.S. business?

Immigration Goal Required ▼

What immigration benefit are you seeking? (select all that apply)

Any additional immigration goals or questions not covered above?

Final Declaration Required ▼

All information provided in this questionnaire is protected by attorney-client privilege. The accuracy of this information is critical — USCIS and immigration courts verify responses against government databases including criminal records, border encounter records, and tax records.

I certify that all information provided in this immigration intake questionnaire is truthful, accurate, and complete to the best of my knowledge. I understand that providing false or misleading information to my attorney may result in harm to my case and potential legal consequences.

⚠ Attorney Flags — Items Requiring Immediate Review

Engagement Documents

Three documents generated for this engagement

Secure server-side document generation

Click "Generate All Documents" above to create your tailored engagement documents.

Authorization form will appear here after generation.

Communication protocol will appear here after generation.

Conflict Clearance & Engagement Letter

Attorney review — conflict check and formal engagement confirmation

Intake Reference

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Keep for your records

What happens next

Attorney reviews conflict check — Opposing parties you listed are checked against current and former clients. You will receive a confirmation email once cleared (typically within one business day).

Engagement letter sent — Once cleared, the attorney sends a formal engagement letter to confirming scope, fee structure, and communication protocol.

Fee agreement signature via Dropbox Sign — The attorney uploads the agreement to Dropbox Sign and sends a signature request to your email. No Dropbox account required to sign.

Both parties receive executed copy — Once signed by attorney and client, a fully executed PDF is emailed to both parties automatically.

Complete payment in Step 6 — After signing, submit your retainer or flat fee to formally begin the engagement.

Engagement Letter Preview

This is the formal engagement letter the attorney will send to you once the conflict check is cleared.

Generating engagement letter...

Payment

Retainer / flat fee — required to begin engagement

Amount Due

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$0.00

Select Payment Method

Credit / Debit Card

Venmo

PayPal

Fees are earned upon receipt. Payment required before engagement begins. Questions: steve@fosslegal.com · (337) 704-7030

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Engagement Initiated

Your intake is complete. Here is a summary of everything submitted.

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Client information & conflict check submitted

✓

How We Do Business terms acknowledged

✓

Engagement Acknowledgement, Authorization Form & Communication Protocol generated

✓

Full intake package emailed to steve@fosslegal.com with conflict check flag

✓

Confirmation email sent to client

✓

Dropbox Sign request will be sent after attorney conflict clearance

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Payment initiated — Ref: —

Your Reference Number

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Questions? steve@fosslegal.com · robin@fosslegal.com · (337) 704-7030

Sending Documents