File opening request

Complete all required fields. The matter will be created in Clio and the fee earner notified automatically.

Client

Matter

Fee earner

Review

Client Details

Client type *

Individual Company Existing client

Salutation

First name *

Last name *

Company name *

Email address *

Phone number

Address — line 1

Address — line 2 (optional)

City

Postcode

Fee Earner & Billing

Responsible fee earner *

Supervising partner

Billing method *

Estimated fee (£)

Lead source *

Notes for fee earner & supervising partner

AML / ID checks completed Conflict of interest check completed Client care letter issued

Notification Recipients

Who needs to be notified of this file opening request? Add people and include specific notes for each.

Request submitted

The matter will be created in Clio and the responsible fee earner notified via Gmail shortly.