Pre-Consultation Profile

Thank you for choosing Stepp Legal for your business law needs.

The information below helps us understand your business, identify your priorities, and prepare for a productive consultation. All information provided will be kept confidential. Please note that submission of this profile does not create an attorney-client relationship. An engagement with Stepp Legal is established only upon execution of a signed retainer agreement and payment of the retainer fee.

Business Details

Primary Contact

Full Name *

Title / Role *

Email Address *

Phone Number *

Preferred Method of Contact

Phone call

Text message

Are you authorized to sign contracts and bind the company?

Yes

Business Profile

Business Name *

Business Website

Industry / Type of Business *

Years in Business

Street Address

City

State

ZIP

EIN (Employer Identification Number)

State of Formation

Business Entity Type

Sole Proprietorship

Limited Liability Company (LLC)

S Corporation

C Corporation

Partnership

Not yet formed

Number of Partners / Members / Shareholders

1 (Solo)

2–3

4–5

6–10

10+

Business Stage

Startup / Pre-Revenue

Early Growth

Established Business

Scaling / Expansion

Mature Business

Authorized Representatives

List individuals authorized to act on behalf of the business in legal matters.

Name

Title

Name

Title

Name

Title

Legal Needs

What type of legal support are you seeking? *

Select all that apply.

Business Formation & Growth Strategy

Commercial Contracts & Negotiations

Ongoing Outside General Counsel Services

Brand Protection / Intellectual Property

Business Risk & Operational Planning

Vendor, Customer & Partnership Agreements

Employment & Independent Contractor Matters

Succession, Transition & Exit Planning

MBE/WBE Certification Guidance

Other

What is prompting you to seek legal counsel at this time? *

What outcome are you hoping to achieve?

What is your biggest business concern right now?

Is there an urgent deadline or time-sensitive matter we should know about?

Yes

If yes, please describe:

Strategic Overview

These questions help us offer relevant, strategic counsel from your very first conversation.

What are your primary business goals over the next 12 months?

What legal, operational, or growth challenges are creating the greatest concern for you today?

Do you have existing contracts or legal documents you would like reviewed?

Yes

Not sure what I have

Have you previously worked with a business attorney?

Yes

If yes, describe the nature of that work:

Engagement Preferences

What type of legal relationship are you looking for?

Select one.

Assistance with a specific matter or project

Ongoing strategic legal counsel

Not sure - I need guidance

How did you hear about Stepp Legal?

Select all that apply.

Referral

Google / Web Search

Social Media

Professional Network or Event

Other

Referral name or additional detail:

Is there anything else you would like us to know before our consultation?

Acknowledgment

Please sign below to confirm that the information provided is accurate to the best of your knowledge.

Signature (type full name)

Date

Printed Name

Company

Next Steps

Please complete the following steps to confirm your consultation with Stepp Legal.

1. Reserve Your Appointment

Visit our online scheduling page and create an account to select your consultation date and time.

Schedule Now

2. Pay the Consultation Fee

A consultation fee of $450 is required to confirm your appointment. Consultations are 60 minutes and conducted for case evaluation purposes only. Payment is accepted securely through LawPay.

Pay Now

3. Save & Submit Your Profile

Click the button below to save this profile as a PDF, then email it to admin@stepplegal.com prior to your consultation.

We kindly request a minimum of 24 hours notice for scheduling changes or cancellations. Same-day cancellations may be subject to forfeiture of the consultation fee.

An attorney-client relationship is established only upon execution of a retainer agreement and payment of the retainer fee.