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COMPLETION OF THIS FORM DOES NOT BIND ATTORNEY GRIMM TO REPRESENTATION OR CREATE AN ATTORNEY-CLIENT RELATIONSHIP - PLEASE DO NOT PRESENT CONFIDENTIAL INFORMATION ABOUT YOUR CASE UNTIL SUCH A RELATIONSHIP IS CREATED - WHICH MUST BE IN WRITING WITH THE PARTIES SIGNATURES AFFIXED (THAT IS THE REASON WHY THE "NATURE OF DISPUTE" SECTION IS LIMITED. PLEASE UNDERSTAND THAT A CONFLICT WOULD HAVE TO BE RESOLVED (OR OFFERING OF SERVICES DECLINED) IF THIS INTAKE FROM IS FROM A PERSON OR ASSOCIATION AND ANOTHER PARTY TO THE DISPUTE HAS ALREADY RETAINED BETH A. GRIMM TO REPRESENT THEM. PLEASE ALSO UNDERSTAND THAT BETH A. GRIMM IS A BUSY ATTORNEY AND UNABLE TO REPRESENT EVERYONE WITH A DISPUTE THAT INQUIRES ABOUT SERVICES. ALSO - PLEASE DO NOT FAX ANY MATERIALS OTHER THAN THIS FORM TO BETH A. GRIMM UNLESS ASKED (YOU MAY EMAIL OR FAX - EITHER WOULD BE REVIEWED WITHIN 10 DAYS AND A TELEPHONE CALL WILL BE MADE WITH BETH A. GRIMM'S RESPONSE TO THIS ). BETH A. GRIMM DOES NOT PROVIDE LEGAL SERVICES IN ANY STATE OTHER THAN CALIFORNIA, PURSUANT TO HER LICENSURE BY THAT STATE BAR. Intake forms accepted for Common Interest Development (HOA, CONDO, PD, SFR WITH CC&Rs) - Related Matters Only Date of inquiry: ______________________________ How did you find me? _________________________________________________________ _____________________________________________________________________________ Your full name: ________________________________________________________________ Your mailing address: ___________________________________________________________ City, State, Zip: ________________________________________________________________ Your telephone #s and best times to contact you: _____________________________________ Your fax # and any special instructions to fax: ________________________________________ Your e-mail address: ____________________________________________________________ [Don't supply any phone numbers, faxes or e-mails if you don't want information or inquiries sent there.] Your residence location (if different than mailing address): City: ____________________________ State: _______________ Name of owners association involved: _____________________________________________________ Who are you? [Check all that apply] Homeowner ___ Board Member ___ Manager ___ Other: _________________________________________________________ Mark which ever applies: ___ I have questions and need legal advice. ___ I am a board member and just need general process and cost information for my association on the following subject(s): _____ Lease Limitation Amendments to CC&Rs _____ Amending and Restating (Updating) Government Documents _____ SB 1148 Discrimination Reviews (Per Burton Bill) IF THERE IS A DISPUTE: ___ Is there another party or parties involved in the matter? Yes ___ No ___ Name the Party or Parties involved:___________________________________________ ___ Is the party (if applicable) represented by an attorney? Yes ___ No ___ If so, please name the attorney. ______________________________________________ ___ Does the association have a manager or management company? Yes ___ No ___ If yes, who is the manager or management company? ____________________________ ___ Are you simply looking for information not mentioned above? Yes ___ No ___ On what subject:__________________________________________________________ ___ Are you looking for an attorney to represent you? Yes ___ No ___ If no, please comment on your reason for contacting me. _________________________ ________________________________________________________________________ ___ Are you willing to come to Pleasant Hill, CA to meet with me? Yes ___ No ___ ___ Do you prefer to have a telephone consultation? Yes ___ No ___ ___ Do you prefer a face-to-face meeting? Yes ___ No ___ ___ Is either one okay? Yes ___ No ___ What is the nature of your matter/dispute, or question? (Space limited to 10 lines. Please be brief). ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ _____________________________________________________________________________ Have there been any attempts to find the information you need or resolve the dispute from other sources? Yes ___ No ___ Please describe those attempts: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ What is the best place / way to call/reach you: ________________________________________ ______________________________________________________________________________ Have you looked at the publication page and seen what is offered? Yes ___ No ___ Have you looked through the articles to see if there is something that would assist you? Yes ___ No ___ Have you looked through the FYIs to see if there is something to assist you? Yes ___ No ___ Have you looked through the forms to see if there is something to assist you? Yes ___ No ___ Have you looked through the legal briefs to see if there is something to assist you? Yes ___ No ___ Additional Comments / Questions (please be brief): ____________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ It would be better if you submit this form by e-mail (beth@californiacondoguru.com) or fax ((925) 609-9135). Please do not call the office of Beth A. Grimm but if you do, please submit a form with completed information FIRST, so there is a reference page outlining your matter in the office. Please be advised that attorney charges are $275 per hour for usual services, although special rates are given for full document amendment and restatement projects and other bulk services projects. This is the process for the next step: Beth Grimm will review this intake form and determine whether to consider representation. If she considers representation or is able to provide the information, she will be in further contact either by telephone, fax, or e-mail, seeking additional information and possibly a retainer fee, and discussing a written agreement for services. If there is urgency with your problem, please describe below: Comments:_______________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ _________________________________________________________________________ Be advised that Beth A. Grimm does not agree to get involved in any matter, administrative or litigation process without a retainer which would be geared to cover the costs Involved (no contingency fee representation). Taking a retainer does not mean the money is non-refundable. If services are not provided for any reason, the used portion of any retainer is returned. Do you want a response to the information you have provided? Yes ___ No ___
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