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Contract Drafting Intake Form

Welcome! Thank you for your interest in contract drafting services. This form helps us understand

your business, the parties involved, and the goals of your agreement so we can prepare for

your consultation.

Contact & Business Information

Full Name

Email Address

Business Name

Phone Number

State of Formation/Operation

Business Address

Business Entity Type

What industry are you in, and what does your business or organization do?

(Please include a short description of your services, mission, or business model)

Contract Purpose & Parties

What type of contract do you need drafted?

(e.g. service agreement, independent contractor agreement, etc.)

What is the purpose of this contract and how will it be used?

(Tell us the context or goal for this agreement — what is it meant to accomplish?)

Who are the parties to the agreement?

(List all parties involved, including whether each is an individual or business entity.)

What is the nature of the relationship between the parties?

(E.g. service provider–client, business partners, vendor–customer, etc.)

Who will be signing the agreement on your behalf?

(Include the name and title of the person authorized to sign for your business.)

Key Terms

Please describe the key terms that have been discussed or agreed upon:

(Include important deal points like deliverables, payment terms, scope, and timing.)

What is the expected duration of the agreement?

(E.g. one-time project, 6 months, 1 year, or ongoing until terminated.)