Brule & Rooney, LLP

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Client Support  
These are some of the documents you may need to complete before your consultation.  Complete only those documents which you were advised to complete by an attorney.

Client Information Sheet (General)

This sheet is for potential clients who have already been scheduled for a consultation.  Please be aware that a consultation does not constitute or guarantee retainment.  The Attorney - Client relationship is established only when you have signed a retainer that was drafted and presented to you by the attorney.
 
 

 
Client Information Sheet (Estate Planning)

This client information sheet is to be used only for potential clients seeking professional services in creating or modifying an Estate Plan.
 
 
 

 
Client Information Sheet (Corporate)

This client information sheet is to be used only for potential clients seeking professional services in creating or modifying a Corporation or LLC. 
 
 
 
 

 
Credit Card Authorization Form

This form must be filled out only if you wish to make a payment by credit card.  It may be faxed in with your payment information. 
 
 
 
Please fax completed forms along with fax cover sheet to: 925-934-7520 or scan and email them to brulerooney@brulerooney.net attention "New Client Information Submission Request"
 
  

Important Notice

Our firm's policy is to check for potential conflicts of interest before receiving any information that may be considered confidential. Because of our duties to our existing clients we reserve the right to share any information we receive from you unless and until we notify you that (1) we do not have any conflicts of interest, and (2) we are willing to receive confidential information from you. Thus, in filling out this page or otherwise initiating contact with our firm, please do not provide any information you do not want us to share with others.

Until we notify you that we have no conflicts of interest and that we are interested in communicating with you about undertaking your representation, please do not send any information other than: (1) the general nature of the matter about which you are contacting us (e.g., legal malpractice defense, real estate litigation, etc.); (2) the identity of any other party who might join you as a client of the firm in this matter; and (3) the identity of all potential adverse parties. Once again, please do not provide us with any information you want kept confidential unless and until we inform you that we have no conflicts and are willing to receive confidential information from you.

Furthermore, in order to establish an attorney-client relationship with our firm, we require a written retainer agreement that defines the scope of the representation and that is signed by both the client and a member of the law firm. Electronic signatures will not suffice to establish an attorney-client relationship.

Our procedures are designed to protect the interests of our existing clients as well as the interests of potential new clients communicating with our firm. Thank you for your cooperation.

adapted from:             Lewisandbacon.com