Client Information Sheet
File Information
Case file number:
Responsible attorney:
Forwarder Information (if applicable)
Name of forwarder:
Mailing address:
E-mail:
Phone:
Fax:
Forwarder’s file number:
Creditor-Client Information
Name of creditor-client:
Contact person:
Mailing address:
E-mail:
Phone:
Fax:
Client file number:
Nature of Fee Arrangement:
Debtor Information
Name of debtor:
Nature of debtor (individual, corporation, etc.):
Business address:
E-mail:
Phone:
Fax:
Residence address:
Phone:
Debtor’s attorney:
Mailing address:
E-mail:
Phone:
Fax:
Remarks:
Date Information Regarding Claim
Date claim received in law office:
Date cause of action accrued (for limitations):
Date limitations will run:
Nature of Claim
Describe generally:
Is claim secured? Yes/No
If so, describe collateral and nature of lien:
Amount Owed
Original principal amount: $
Principal balance as of ____________: $
Interest or finance charge as of ____________: $
Interest rate:
Demand Letter
Date of demand letter:
Date received by debtor:
Suit Information
Date suit filed:
Date citation served:
Answer day:
Style of case:
Cause number:
Court designation:
Address of clerk:
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If the case is transferred on change of venue, change information above as appropriate. |
Judgment Information
Date judgment signed:
Lien foreclosed? Yes/No
Type of judgment (default, summary, trial, etc.):
Principal amount of judgment: $
Costs: $
Attorney’s fees: $
Prejudgment interest: $
Other: $
Total: $
Interest rate on judgment:
Abstract and Execution
Date abstract filed:
Date execution issued:
Writ sent to:
Remarks