Clinic Forms Directory #1
Intake & File Management Forms

• Opening email - generic
• Opening email - assistance with trademark
• Opening email - assistance with copyrights
• Opening email - client seeking new nonprofit and 501(c)(3) exemption
• Retainer Agreement (electronic) - the attachment to the opening email (see above)
• Retainer Agreement (electronic) - bilingual (Spanish with English Translation)
• Credit card payment authorization form
• Transfer email
• Closing email - generic
• Closing email - copyright registration
• Closing email - creation of new NP and advice on filing IRS Form 1023-EZ
• Closing email - trademark assistance
• Email-text - to accompany delivery of PDF copy of a paper letter as an attachment
• Referral email - referral to free legal assistance