Steele Investigations, LLC
Client Information Intake Form

Date:   ________                                                                              Time: ________

Client Name:

First: __________________Middle: _____________Last:_________________

Address: _______________________________________________________

City: ______________________ State: __________ Zip: _________________

Phone no: W-______________________   H-___________________________

Email address: __________________________________________________

Preferred Method of contact? Phone/ Email / In Person / Mail

Are you an Attorney:  Y/N   If no are you represented by an attorney?  Y/N

If yes who is the attorney with contact information:

Firm name: ____________________________________________________

Attorney’s name: __________________________ Phone No: ____________

Address: ______________________________________________________

City: ______________________ State: ____________ Zip: ______________

 

What are you requesting of Steele Investigations (Be specific):


______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

What are you requesting of Steele Investigations (cont):

____________________________________________________________________________________________________________________________________________

What are you expectations of Steele Investigations (Be specific):


______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

What is your preferred method of receiving reports?

Formal written report emailed/ By phone/ Informal email / In person

Do the results of our investigation need to be admissible in a court of law? Y/N

If so in what format will it need to be in to be considered admissible as evidence?

____________________________________________________________________________________________________________________________________________

Have you received, read and understand Steele Investigations, LLC Advisory form: Y/N

Client: ____________________________, Signature: __________________________ Date:___/___/___    
Agent: ____________________________, Signature:__________________________  Date:___/___/___