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Client intake | Amata Management, LLC (Draft)
This form takes approximately 3 - 5 minutes to complete and helps us match you with the right team member.
Your information is kept strictly confidential and used only to support your engagement with Amata.
Contact & Engagement Overview
Client Company / Name
*
Industry / Practice Area
*
Primary Contact Name
*
Primary Contact title
*
Primary contact phone
*
Primary contact email
*
Engagement start date
*
Role & Scope
Role requested
*
Role requested
Executive Assistant
Paralegal
Administrative Support
Detail primary responsibilities (optional)
Tools & setup
Communication tools used
*
Communication tools used
Outlook / Microsoft 365
Gmail / Google Workspace
Slack
Microsoft Teams
Zoom
Other
Would you prefer the Amata staff member to utilize an email assigned by your firm?
*
Would you prefer the Amata staff member to utilize an email assigned by your firm?
Yes
No
Practice management software (optional)
Billing / invoicing software (optional)
VPN required?
*
VPN required?
Yes, VPN access is required
No
Court filing / e-filing required?
*
Court filing / e-filing required?
Yes, we use e-filing
No
Communication preferences
Preferred method for daily check-ins
*
Preferred method for daily check-ins
EOD email summary
Slack / Teams message
Phone call
Other
Expected response time from team member
*
Do you anticipate regular check-in meetings?
*
Do you anticipate regular check-in meetings?
Yes
No
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