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Intake
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Client Funding Intake Form
Requested Amount:
Client Name:
Client Phone Number:
Attorney Name:
Attorney Phone Number:
Type of Case:
MVA
WC
S&F
Premise
MedMal
Class Action
Other
Date:
Insurance Carrier / “At-Fault” Party:
Liability Accepted:
Yes
No
Undetermined
Extent of Injuries:
Soft
Soft+INJ
Surgery
Unknown
Stage of Case:
Still Treating
Gathering Meds
Demand Sent
Suit Filed
Litigation
Settled
Prior Funding Amount (or “none”):
Any other Items to note?
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