Lawyer's Aid Service - Client Interview Checklists

Lawyer's Aid Service

Client Interview checklists

Client interview checklists for forming a new business entity in Texas

Click to download as Acrobat pdf

New! The enhanced checklists from Lawyer's Aid let you read mouse-over tips on each question, save your typing, and email the pdf to Lawyer's Aid. Requires Adobe Reader version 8 or later installed on your computer. Click on the icon to the right to download the latest version.
Corporation (for-profit, close, PC, NP), corporate outfit and EIN	download
Limited liability company (or PLLC), company outfit and EIN	download
Limited partnership, company binder and EIN	download
Professional association and company binder	download

Other client interview checklists

Registered agent service

download

Corporate or company outfit for an entity formed before 1/1/2006

2008-09 checklist for year-end client contact

download

Client interview checklists FAQ

What is a client interview checklist? Client interview checklists are pdf forms for attorneys to use to collect information from their clients, usually Texas business owners. The attorney downloads and fills in the checklist and then emails, faxes, mails, or phones it in to Lawyer’s Aid Service.

How can an attorney use a client interview checklist? An attorney and law firm staff can use it to instruct Lawyer’s Aid Service to form a new business entity, serve as professional registered agent for a business, and get an Employer Identification Number (EIN), and to order a company outfit for a new corporation or LLC.

Can non-attorneys use the client interview checklists to form a new business entity? No, sorry. That would involve the practice of law, and Lawyer’s Aid isn’t a law firm. Non-attorneys, however, can fill out a draft of the checklist and take it to their attorney, who will decide how to word the final document.

Can non-attorneys use the checklists to order anything else? Yes, any service or product other than drafting a legal document, such as the ones to form new business entities or to order customized corporate outfits.

What’s the difference between the new enhanced-style checklist and the previous style. They’re both pdfs, right? Yes, they’re both pdfs, but you can do more with the new style: save your typing, read useful tips on each question, and email the form to Lawyer’s Aid. With the enhanced checklists, if you order the same kinds of filings from Lawyer’s Aid over and over, you’ll no longer need to retype your standard information each time. Just make a template checklist containing standard information and tailor a copy of it for each new order. That can save time and avoid errors.

Can I still fill in the checklists by hand and scan-and-email or fax them to Lawyer’s Aid? Yes.

I want to have Lawyer’s Aid Service do something that I don’t see on the checklists. Please call us during the business day till 5:30 p.m. at 1-888-474-2112 or email MainDesk@LawyersAid Service.com any time.

How do I (an existing client) pay when I order from Lawyer’s Aid Service through a client interview checklist? If you’ve ordered from Lawyer’s Aid before, you normally pay as you had before. Simultaneous payment is required when your order will involve Lawyer’s Aid Service advancing filing fees for you.

How do I (a new client) pay when I order from Lawyer’s Aid Service through a client interview checklist? If you haven’t ordered from Lawyer’s Aid before, you’ll need to prepay your first order. To keep prices down, credit card payment is not used. Simultaneous payment is required when your order will involve Lawyer’s Aid Service advancing filing fees for you.