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Personal Information Questionnaire - Hiring a Lawyer

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Litigation involving your business can be legally complicated, but it can also be time-consuming and time-intensive. In many cases, the first time commitment is finding an attorney. While you may already have an attorney who helped you set up your business, he or she might not be experienced in litigation. More often, you will have to find an attorney from scratch.

In any litigation, you will need the counsel and representation of a seasoned advocate to help you through the process and ensure an outcome that meets your needs. You will want to meet with any attorney you are considering hiring, to see if you and the attorney can work together. You will really be interviewing the attorney as if you were interviewing a job applicant. 

In order to do the best possible job on your behalf, your attorney needs your input and cooperation. At your first meeting with your attorney, you should be prepared to provide the following information:

Information About You

Name  ________________________________________________________________

Name of Your Business  __________________________________________________

Form of Your Business (corporation, partnership, sole proprietorship, etc.) ________________________________________

Place of Doing Business  _________________________________________________

Address, including County

________________________________________________________________

________________________________________________________________

_________________________________________________________________

__________________________________________________________________

_____________________________________________________

Length of Time at that Address  _______ years

Previous Address(es) (for last ten years)

____________________________________________________________

____________________________________________________________

____________________________________________________________

_____________________________________________________________

_____________________________________________________________

Your Work Telephone Numbers  __________________ ____________________

Your Home Telephone Numbers  __________________ ____________________

Facsimile Number __________________ 

E-mail Address   __________________

Web page (if any) __________________

Former Name(s)  __________________  __________________

__________________  __________________

Related Business(es) __________________ __________________

  __________________  __________________

Your Position ______________________________  

Other officers or officials of the business

 ______________________________ _______________________________

 ______________________________ _______________________________

 ______________________________ _______________________________

Other litigation you have been involved in

 ______________________________ _______________________________

 ______________________________ _______________________________

 ______________________________ _______________________________

Other litigation you are involved in

 ______________________________ _______________________________

 ______________________________ _______________________________

 ______________________________ _______________________________

Annual Sales or Income  $_________________ 

What Does Your Business Make or Do?

___________________________________________________

_______________________________________________________

_______________________________________________________

_______________________________________________________

________________________________________________________

Information About Your Opponent

Name  _________________________________________________________________

Is Your Opponent a Business?  ______________________________________________

Form of Your Opponent's Business (corporation, partnership, sole proprietorship, etc.) ________________________________________

Place of Doing Business  _________________________________________________

Address, Including County

___________________________________________________

_______________________________________________________

_______________________________________________________

_______________________________________________________

________________________________________________________

Length of Time at that Address  _______ years

Previous Address(es) (for last 10 years)

___________________________________________________

_______________________________________________________

_______________________________________________________

_______________________________________________________

________________________________________________________

Their Work Telephone Numbers  __________________ ____________________

Their Home Telephone Numbers  __________________ ____________________

Facsimile Number __________________

E-mail Address __________________

Web page (if any) __________________

Former Name(s __________________  __________________

__________________  __________________

Related Business(es) __________________  __________________

   __________________ __________________

Your Contact Person at the Opponent ______________________________

Other Officers or Officials of the Business

 ______________________________ _______________________________

 ______________________________ _______________________________

 ______________________________ _______________________________

Are you aware of any litigation you opponent has been involved in?

 ______________________________ _______________________________

 ______________________________ _______________________________

 ______________________________ _______________________________

Annual Sales or Income  $_________________ 

What does your opponent or your opponent's business make or do?

___________________________________________________

_______________________________________________________

_______________________________________________________

_______________________________________________________

________________________________________________________

Name of Your Opponent's Attorney:  _________________________________________

Information About the Incident: Why is This Going to Court?

Are you suing or being sued?  _______________________________________________

If you are suing:

Describe the incident that occurred that makes you want to sue your opponent:

___________________________________________________

_______________________________________________________

_______________________________________________________

_______________________________________________________

________________________________________________________

How much are the damages you have suffered?  $_____________________________

How much have you budgeted for this lawsuit?  $_____________________________

Are there written documents that relate to any agreements you have with your opponent?  _____________________________

Are you aware of any claims your opponent may have against you?  If so, please explain them 

___________________________________________________

_______________________________________________________

_______________________________________________________

_______________________________________________________

________________________________________________________

If you are being sued:

Describe the incident that occurred that resulted in you being sued:

___________________________________________________

_______________________________________________________

_______________________________________________________

_______________________________________________________

________________________________________________________

How much are the damages that are being claimed?  $____________________________

How much have you budgeted for this lawsuit?  $_____________________________

Are there written documents that relate to any agreements you have with your opponent?  _____________________________

Are you aware of any claims you may have against your opponent?  If so, please explain them 

___________________________________________________

_______________________________________________________

_______________________________________________________

_______________________________________________________

________________________________________________________

Search for a Qualified Business Attorney in Your Neighborhood

As you can see, not all business attorneys are equally qualified for the different aspects of business law. After you've narrowed down your search, find a qualified business and commercial law attorney near you.

You Don’t Have To Solve This on Your Own – Get a Lawyer’s Help

Meeting with a lawyer can help you understand your options and how to best protect your rights. Visit our attorney directory to find a lawyer near you who can help.

Or contact an attorney near you:

Next Steps

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