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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 ___

 

At this point, please print out form, complete, and mail to

Beth A Grimm, PLC
PMB1000
3478 Buskirk Ave., #1000
Pleasant Hill, Ca 94523
Fax: 925-215-8454

Email:beth@californiacondoguru.com"



 


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