© Copyright Envision Corporation. 2002. All rights reserved.

Protected by the copyright laws of the United States & Canada and by international treaties. IT IS
ILLEGAL AND STRICTLY PROHIBITED TO DISTRIBUTE, PUBLISH, OFFER FOR SALE, LICENSE OR SUBLICENSE, GIVE OR DISCLOSE TO ANY OTHER
PARTY, THIS PRODUCT IN HARD COPY OR DIGITAL FORM. ALL OFFENDERS WILL BE SUED IN A COURT OF LAW.
CHECKLIST
©
HIRING A LAWYER: PERSONAL INFORMATION QUESTIONNAIRE
C
o
p Litigation involving your business can be legally complicated, but it can also be time-consuming and time-
y intensive. In many cases, the first time commitment is finding an attorney. While you may already have an
r attorney who helped you to set up your business, he or she might not be experienced in litigation.
i
g In any litigation, you will need the counsel and representation of a seasoned advocate to help you through
the process and ensure an outcome that meets your needs. You will want to meet with any attorney you
h are considering hiring, to see if you and the attorney can work together. You will really be interviewing the
t attorney just like you are interviewing a job applicant. In order to do the best possible job on your behalf,
your attorney needs your input and cooperation. At your first meeting with your attorney, you should be
E prepared to provide the following information:
n
v INFORMATION ABOUT YOU
i
s Last: First: Middle Initial: Title
i Name of Business: Tax I.D. Number
o
Address:
n
City: State: ZIP: Phone:

C
o
COMPANY INFORMATION
r
p Type of Business: In Business Since:
o Legal Form Under Which Business Operates:
r State/Province: Corporation Partnership Proprietorship
a If Division/Subsidiary, Name of Parent Company: In Business Since:

t Name of Company Principal Responsible for Business Transactions: Title:

i Address: City: State: ZIP: Phone:
o
Name of Company Principal Responsible for Business Transactions: Title:
n
Address: City: State: ZIP: Phone:
.

2
0 FINANCIAL INFORMATION
0
Company Total Assets Company Total Liabilities Annual Net Amount of Credit Requested:
2 Income
.
Have you or your officers or affiliates ever filed a petition in bankruptcy? Yes No
Is your company subject to any litigation? Yes No If so, describe:
A
l
l

r
i
© Copyright Envision Corporation. 2002. All rights reserved. Protected by the copyright laws of the United States & Canada and by international treaties. IT IS
ILLEGAL AND STRICTLY PROHIBITED TO DISTRIBUTE, PUBLISH, OFFER FOR SALE, LICENSE OR SUBLICENSE, GIVE OR DISCLOSE TO ANY OTHER
PARTY, THIS PRODUCT IN HARD COPY OR DIGITAL FORM. ALL OFFENDERS WILL BE SUED IN A COURT OF LAW.

INFORMATION ABOUT YOUR OPPONENT

Last: First: Middle Initial: Title

Name of Business: Tax I.D. Number

Address:
City: State: ZIP: Phone:

COMPANY INFORMATION

Type of Business: In Business Since:

Legal Form Under Which Business Operates:
State/Province: Corporation Partnership Proprietorship
If Division/Subsidiary, Name of Parent Company: In Business Since:

Name of Company Principal Responsible for Business Transactions: Title:

Address: City: State: ZIP: Phone:

Name of Company Principal Responsible for Business Transactions: Title:

Address: City: State: ZIP: Phone:

FINANCIAL INFORMATION

Company Total Assets Company Total Liabilities Annual Net Amount of Credit Requested:
Income
Have you or your officers or affiliates ever filed a petition in bankruptcy? Yes No
Is your company subject to any litigation? Yes No If so, describe:

INFORMATION ABOUT THE INCIDENT- WHY IS THIS GOING TO COURT?

Are you suing or being sued?

Describe what occurred that makes you want to sue your opponent or that resulted in you being sued:

How much are the damages you have suffered?

How much have you budgeted for this lawsuit?

Are there written documents that relate to any agreements you have with your opponent?

Are you aware of any claims your opponent may have against you? If so, please explain them