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Client Profile Form
Client Profile Form (preferences)
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Do you prefer to receive status updates via email or by checking our secure website?
(If by email, do you have a preferred schedule?)
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At what amount do you require that we obtain “fee approval” regarding custodian invoices?
$150
$200
$300
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In the event that a custodian is unable to locate responsive documents, should we automatically proceed with obtaining a negative deposition or an Affidavit of No Records?
Always
Never
Will vary according to specific request(s)
How should we produce the "review" copy of your records?
2-hole punched - Top
3-hole punched - Left Side
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