Intake Sheet
Print this page, fill it out at your kitchen table, and bring or mail it in. Do not email it — it asks for identifiers that shouldn't travel over unencrypted email.
A quicker option: the form on the Get Started page takes about two minutes and collects only the basics. We'll gather the sensitive details securely on a short call. Most people start there.
Lightning Paralegal Services, LLC
New Client Intake Sheet
Shelle Buckley, Owner
Certified Legal Document Preparer
AZCLDP #82162
480-299-5779
1legalstuff2025@gmail.com
Globe, Arizona
Please read: Lightning Paralegal Services, LLC is not a law firm. We prepare documents at your direction and do not provide legal advice or representation. If you need legal advice, consult a licensed attorney.
Your Information
Full legal name
Name you go by (if different)
Mailing address
City / Town
ZIP
Best phone number
Alternate phone
Email address
Best time to reach you
Preferred contact method (phone / text / email)
What You Need Prepared
Check everything that applies. If you're not sure, leave it blank and we'll sort it out on the call.
Describe what you need in your own words
County where this will be filed
Court, if you know it
Case number, if one exists
Timing & Deadlines
Earliest deadline you're facing
Court date, if scheduled
Date you received any papers
Anything the court has already told you, or paperwork you've already filed
Other Parties Involved
For family, probate, and service matters. Legal names help us get the documents right the first time.
Full legal name
Relationship to you
Full legal name
Relationship to you
Address, if known (for service)
Minor children involved — full legal names and dates of birth
Section 5 — Sensitive Identifiers
Do not email this page. Do not upload it to any website. Hand it to Shelle in person, or mail it to the address above. Some filings require these; we collect them on paper only and store them securely.
Your date of birth
Your Social Security number
Your driver's license number
Other party's date of birth
Other party's Social Security number (if required)
Other party's driver's license number
Include only what the filing actually requires. If you're unsure, leave it blank and we'll tell you what's needed.
How You Found Us
Before You Sign
- I understand Lightning Paralegal Services, LLC is not a law firm and does not provide legal advice or legal representation.
- I understand no attorney-client relationship is created by this intake or by engaging a document preparer.
- I understand that fees are quoted flat and agreed before work begins, and that court filing fees are separate and paid to the court.
- The information I've provided is accurate and complete to the best of my knowledge.
Signature
Date
Office Use Only
Date received
Consultation scheduled
Quoted fee
Engagement accepted (Y / N)
Filed by
File number
Printing at 100% scale fits this on two pages. Turn off headers and footers in your browser's print dialog for a cleaner sheet.