Ottawa Divorce Family Law Wills Estates Lawyer

Client Preference Questionnaire

PURPOSE: The purpose of this questionnaire is to obtain information from the client so to customize the service provided. Your answers also provide me with your expectations of my service and of the results.

As this type of questionnaire is quite new and I would greatly appreciate your feedback with respect to the questionnaire as well as any aspect of my service.

1. What are your expectations, if any, of the results that you wish to obtain?

Support $per month per child

Spousal Support $per month

2. Access

3. Custody

4. Property Division

Rate the Issues in priority

Access Restraining Order

Child Support Spousal Support

Custody Obtaining a Divorce

Equalization of Assets

What time of day would you like to have your appointment?

11:00 a.m.

1:30 p.m.

3:00 p.m.

4:00 p.m.

Do you mind being telephoned at work?			yes
			no

Do you want to be called at home:			in the evenings
			on weekends

How available do you expect me to be? Should I be available in a non-emergency situation to give you an appointment within:			One day
			Two days
			Three days
			One week

Do you mind if my secretary calls you to obtain information or advises you as to a development in your case? (This would save you money, but secretary cannot give you legal advice.)			yes
			no

Do you want a written report confirming all advice given to you by me? (This would be expensive.)			yes
			no

Would you prefer oral advice?			yes

Would you prefer to request this type of advising letter only at certain times?			yes
			no
My final reporting letter does summarize your rights and obligations.

If I am not available to take your telephone calls, how soon do you expect your call returned?			Same morning or afternoon
			Next day
Note: If you call in the morning I will probably return your call that day or have my secretary call you to advise you that I cannot return your call. If you call in the late afternoon, though I will try, I may not be able to contact you until the next morning.

How often do you expect to be billed?			monthly
			whenever the retainer (initial advance payment) runs out

How long do you expect the file to take to be completed?

How assertive do you want me to be with your spouse's lawyer?			overly assertive
			reasonably assertive
			non-assertive

Do you want to approve every letter before it is sent out?			yes
			no
If yes, do you want:			a written copy
			it read to you on the telephone

What level of explanation do you want concerning the law?			high level
			moderate level
			low level

Do you want copies of the court cases relied upon for your position at a motion or trial?			yes
			no

Name:	Date:
E-mail:

Because of a problem with spam, you cannot submit forms directly from my site. I would ask that you complete the form, then print and bring it with you to your appointment. You may also fax the form to me beforehand, or you may scan and email it to me.

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