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Client Intake Form

Please complete all sections below. Your information is held in strict confidence and will be reviewed personally by Dr. Richard G. Clark.

👤 Personal Information
Your full legal name and contact details. All fields marked with ✦ are required.
Please enter your first name.
Please enter your last name.
Please enter a valid email address.
Please enter your phone number.
Please enter your city.
Please select your state.
Please select a preferred contact time.
Please select your preferred contact method.
🏢 Business Information
If your matter is personal and not business-related, select "Not Applicable" below and move on.
Please indicate whether your matter is business-related.
⚖️ Service Requested & Your Situation
Tell us what you need and what you are facing. Be as specific as you can — the more we know, the better we can serve you.
Please select the service you are interested in.
Please select your primary area of need.
Please describe your situation so we can prepare properly for your consultation.
Please indicate the urgency of your matter.
📋 Prior Legal & Consulting History
This helps us understand where things stand and avoid any duplication of prior work.
Please answer this question.
Please describe the outcome of the prior engagement.
Please answer this question.
Please describe your current legal engagement.
📁 Upload Supporting Documents
Contracts, photos, correspondence, agreements — anything relevant to your matter. Uploading documents ahead of time helps Dr. Clark review your situation thoroughly before your consultation.
📂

Upload Your Documents to Our Secure Google Drive Folder

Click the button below to open our secure upload folder. You will need a Google account (Gmail) to upload. If you do not have one, note what you have below and bring it to your consultation or email it to richardg@clarkcounselgroup.com.

📤 Open Secure Upload Folder

Your documents are stored privately and only accessible to Clark Counsel Group.

This helps Dr. Clark know exactly what to review before your consultation.
🔍 A Little More About You
Just a few final questions to help us serve you better.
📄 Important Disclosures
Please read each disclosure carefully before submitting your form.

Nature of Services

Clark Counsel Group, LLC operates as a legal strategy consulting group. We are guided by individuals with extensive knowledge and experience in the legal field, including advanced legal education and decades of professional experience. We do not provide licensed legal representation and do not constitute an attorney-client relationship. Where matters require the engagement of licensed legal counsel, we will refer you to qualified representation.

Pricing & Cost Transparency

Listed service prices represent starting rates. Final pricing may increase based on the complexity of your matter, extended time required to fulfill your needs, or scope changes identified during the engagement. You will be notified and must approve any pricing adjustment before additional work proceeds. There are no blind or surprise costs at Clark Counsel Group.

No Guarantee of Outcome

Clark Counsel Group makes no guarantees, representations, or warranties regarding the outcome or result of any matter. Legal and business strategy is inherently uncertain. Our commitment is to provide you with the most informed, experienced, and diligent guidance possible — the outcome of any situation depends on many factors beyond our control.

Refund Policy

Consultation deposits are fully refundable if cancelled at least 48 hours before the scheduled appointment. Cancellations within 48 hours forfeit the deposit. No refunds are issued for services that have been fully rendered. If you are dissatisfied with any aspect of our service, please contact us directly — we are committed to making it right.

Confidentiality

All information submitted through this form is held in strict confidence. We do not sell, share, or disclose your information to any third party without your express consent, except where required by law.

✦ Required Acknowledgments

You must check all boxes to submit your intake form.

⚠ Please check all acknowledgment boxes before submitting.

Your form will be sent directly to Dr. Richard G. Clark at Clark Counsel Group.
You will receive a confirmation and a personal response within 1–2 business days.

✅

Form Received!

Thank you for reaching out to Clark Counsel Group. Your intake form has been sent directly to Dr. Richard G. Clark. You can expect a personal response within 1–2 business days. We look forward to serving you.

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