Legal Document Assistants (LDAs) are NOT ATTORNEYS & cannot give Legal Advice
THE DOCUMENT PREPARATION PROCESS
STEP ONE - INTAKE FORM
To begin the Document Preparation process, the following INTAKE FORM needs to be completed to get your case started.
STEP TWO - INTAKE CALL/QUOTE
After completing the intake form, a FREE 10-minute phone call can be scheduled to briefly discuss your matter. This meeting is to gain clarity on what forms need to be prepared.
This appointment will determine if an LDA can provide you with the services you are requesting.
If more time is needed to discuss your matter and/or more self-help materials are needed to help in the proper selection of forms that you need to have drafted, a 30-minute phone meeting ($40) will need to be booked.
With this appointment, self-help materials relevant to your subject matter will be provided to help guide you through the process.
The $40 fee will be credited towards the document preparation services requested if an order is submitted within 5 days of this meeting.
AFTER THIS CALL, A QUOTE FOR SERVICE WILL BE PROVIDED.
IMPORTANT: If you are unclear on what direction you need to go with your matter, an LDA cannot give you any legal advice or legal opinions regarding your case.
STEP THREE - CONTRACT
After confirming what forms need to be prepared, a service contract will be drafted and sent to you. The contract will lay out the fee for service and list the documents that will be prepared.
Once the contract is signed & payment for services is received, a questionnaire will be provided to gather the necessary information for the document preparation process to begin.
We will begin preparing your documents based on the information provided in the questionnaire and/or any additional supporting documentation that is provided.
24 hours is given to rescind or cancel the contract AFTER it is signed
STEP FOUR - FINAL DRAFT
Once the documents are prepared, drafts of the documents will be emailed to you for your review and approval. If no revisions are necessary, the final copies will be sent to you for your signature.
IF YOU WOULD LIKE US TO FILE YOUR PREPARED DOCUMENTS WITH THE COURT ON YOUR BEHALF, THERE IS AN ADDITIONAL FEE.