Now that you have your confirmed consultation scheduled, we have sent you our prospective new client questionnaire for completion in advance of our meeting so that we can get to know you better. This video answers questions related to the Clark-Esposito Law Firm, P.C. questionnaire.
Completing the Clark Esposito Law Firm, P.C. Questionnaire
Jan 13, 2021
Deanna: Hi, my name is Deanna Clark-Esposito and I'm with the Clark-Esposito Law Firm, P.C. I'm here with Jacob Lundy and we're here to talk about what you can expect to find in our questionnaire. Jacob, can you explain to everybody what's involved with our questionnaire?
Jacob: Oh, sure. I'm Jacob Lundy with the Clark-Esposito Law Firm, P.C. in New York. And I'm sure we've spoken by phone and email a couple of times before. So we have attached to this email our internal questionnaire and we send it out to prospective new clients and it's a little bit of record keeping and some of the information is actually required for us to obtain before consultations by New York State law. It gives the Managing Attorney a chance to look over some of the details of your company, your questions, concerns, and goals. And it of course has important terms of service for the consultation. Most of the boxes are compulsory. So it'll prompt you to complete all of the boxes beforehand and you just click submit and it comes back to me and I'll usually follow up with confirmation that we've received it.
Deanna: Okay, terrific. Now this comes electronically. Is there a paper version? Tell us about the format.
Jacob: Sure. So it is an electronic document. You'll receive it from the firm's email address, which we've mentioned in some earlier communications, I'm sure to add you to our contacts list just so we can ensure that you received things. You can always reach out if you think you've missed the questionnaire or have any problems with the document. I can actually help filling out the questionnaire with prospective new clients over the phone. So if you have any connectivity issues or problems with the document, I would be happy to help fill the questionnaire out with anyone.
Deanna: Okay. Wonderful. And so if a potential new client also has questions in relation to answering one of our questions, can they reach out to you and talk to you about those?
Jacob: Sure. Any questions about the questionnaire or anything for that matter before the consultation, any prospective new client is always welcome to reach out to me at (917) 546-6697 or by emailing email@example.com. And I'll be happy to get back with any messages or emails related to the questionnaire or anything generally.
Deanna: Okay. Terrific. Well, thanks for joining me today, Jacob. And to those of you watching, I look forward to meeting you soon. Bye.