PREVIEW — Foss Legal Client Intake System V11.0.58

Client Information

Your Contact Information

Enter the best information for Foss Legal to use when communicating with you about this intake.

First Name *

Last Name *

Email Address *

Phone Number

Mailing Address *

Business or Organization Information

Business / Organization Name *

Organization Type *

Information About the Person Needing Legal Assistance

Foss Legal may need to communicate directly with the person seeking legal assistance before accepting the matter. Provide what you know. An email address or phone number may be left blank if the person does not have one or you do not know it.

First Name *

Last Name *

Email Address, if known

Phone Number, if known

Your Relationship to This Person *

CONFLICT INFORMATION

Is there another person, business, debtor, defendant, or other party involved whose interests may be different from yours? *

Names of opposing or adverse parties, if known

Provide what you know. Missing or incomplete names will not prevent submission.

Is another attorney or law firm involved in this matter? *

Name of attorney or law firm, if known

Provide what you know. You may continue without the complete name.

An opposing party or attorney was identified. Foss Legal will complete a conflict review before deciding whether the matter can be accepted.

TELL US WHAT YOU NEED

Preliminary fee information onlyAny amount displayed on this page is an initial reference—not a final quote or agreement. The final scope, fee, retainer, costs, and payment terms will appear only in the final engagement agreement after the attorney reviews all submitted information, considers relevant facts and documents, and has a meaningful opportunity to understand the matter.

What do you think you need help with?

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Tell Us About the Matter — Optional

Describe the problem, transaction, deadline, or result you are seeking in your own words. You may leave this blank if you are unsure what service you need or do not yet have complete information.

What would you like Foss Legal to understand?

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.

Optional Values-Based Planning

Would you like your estate plan to reflect religious, spiritual, cultural, or personal values?

Foss Legal respects clients of every faith and clients with no religious affiliation. You may choose traditional estate planning, request values-based planning, or ask the Attorney to discuss the options with you. Foss Legal has an established Catholic Estate Planning package available. Planning based on another faith, spiritual tradition, cultural tradition, or personal value system can be tailored after Attorney review.

No preference is favored. The purpose of this question is to help the Attorney understand what matters to you—not to promote any religion or belief system.

Which approach best fits you?

You may select one option, choose “Not sure,” or leave the details for the Attorney to discuss with you.

Topics you may want the Attorney to discuss with you

Select any that matter to you. These are optional discussion points, not final instructions.

A statement of religious, spiritual, cultural, or personal values Funeral, burial, memorial, cremation, or other body-disposition preferences Prayers, services, rituals, charitable gifts, or gifts to a religious or community organization Healthcare and end-of-life wishes intended to reflect your values Faith, moral, cultural, or personal guidance for children or heirs Guardian preferences concerning the religious, cultural, or values-based upbringing of minor children

Other values, beliefs, traditions, or wishes you would like to discuss

Nothing is locked in during intake. The Attorney will review your goals, explain available options, and determine what can appropriately be included in the final documents. The Attorney may suggest that you also consult a clergy member, spiritual advisor, cultural advisor, healthcare professional, or tax professional when appropriate.

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

What to Expect for This Service

The information below will change to match the service you selected.

Confirm Before Continuing

I understand that my selected service is a starting point only. Foss Legal may recommend a different service after attorney review; the final scope, fees, costs, and payment terms will be stated in the written engagement agreement; and I will provide accurate information and respond if clarification or documents are requested.

Review & Submit Intake

Pending attorney review — no automatic engagement or payment

Intake Summary

Proposed Engagement

Practice Area—

Requested Service—

Preliminary Fee Reference—

StatusAttorney Review Required

Final Confirmation

I certify that the information provided is accurate and complete to the best of my knowledge; I understand that this submission does not create an attorney-client relationship and that representation begins only after Foss Legal accepts the matter in writing, the engagement agreement is signed, and any required payment is received; and I authorize Foss Legal to send the intake confirmation and draft engagement agreement to the email address provided.

✓

Intake Submitted for Attorney Review

Your intake and draft engagement agreement were sent to Foss Legal at steve@fosslegal.com and robin@fosslegal.com.

Intake Reference—

What Happens Next

Foss Legal will review your intake and conflicts. We may contact you if more information is needed. Submission does not mean the matter has been accepted.

Attorney Review

We review the intake, conflicts, proposed scope, and fee.

If Foss Legal Accepts the Matter

We send the final engagement agreement through Dropbox Sign. Representation begins only after written acceptance, signature, and any required payment.

Client Access

After acceptance, signature, and any required payment, the Client Access Portal can be activated.

Client Access is activated only after the matter is accepted, signed, and funded.Open the Foss Legal Client Page

No payment is due through this intake page. Follow only payment instructions provided by Foss Legal. Until you receive written acceptance, you remain responsible for protecting applicable rights and deadlines.

Preview — The Morning Brief

CLIENT PORTAL CONFIDENTIAL PREVIEW

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Issues 1

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Calendar

Documents

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History

DECISION NEEDED • 1

Issues

Create and manage the issues that belong in this Morning Brief.

ISSUE SUMMARY

Selected Service Previewed workflow • updates based on selected service.

ACTIVE ISSUES 1

DECISION NEEDED

BIG PICTURE

ISSUESelected Service

CURRENT STAGEAttorney Review Pending

CURRENT STEPReview Submitted Intake

WAITING ONAttorney Review

NEXT STEPConfirm Scope and Engagement

BRIEF SUMMARY

ISSUE • 01 Selected Service Last updated preview • Foss Legal

STATUS

DECISION NEEDED

CURRENT STAGE

Attorney Review Pending

CURRENT STATUS

Foss Legal is reviewing the submitted intake information and requested scope.

NEXT STEPS

Foss Legal will review the facts, conflicts, and scope, and may request additional information.

DECISION REQUIRED

If the matter is accepted, the client will review and sign the final engagement agreement.

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Submitting Your Intake

Would you like your estate plan to reflect religious, spiritual, cultural, or personal values?

Which approach best fits you?

Topics you may want the Attorney to discuss with you

What Happens Next

Issues