Start an Engagement — New Client Intake

Tell us who you are

Everything marked with a • is required. The name, address and occupation fields aren’t bureaucracy — the Law Society requires them for every retainer, so collecting them now saves a round trip later.

Full name • Email • Phone Company or organization

If you’re retaining the firm through a company rather than personally.

Your role Mailing address • Occupation or nature of business • What do you need help with? • Other parties involved

Names only. This lets Koby check the firm can act before anything else happens.

Brief summary

Keep it high level for now — a sentence or two. Until the firm has confirmed it can act and an engagement letter is signed, please don’t send confidential documents or anything time-sensitive.

What happens next

Koby reviews it personally. Usually within one business day. If the firm can’t act, you’ll hear that quickly and plainly rather than after a week of silence.
An engagement letter arrives for signature. It sets out the scope, the fee basis and any cap, and how disbursements and taxes are handled. You sign it electronically — no printing, no scanning.
Identity verification, where it applies. If the matter involves receiving, paying or transferring funds, the Law Society requires the firm to verify your identity. You’ll get a secure link that takes a couple of minutes on your phone.
Retainer, then work starts. Where a deposit applies, it’s held in trust and drawn down against invoices as work is done. The engagement terms explain how that works.

Sending this form does not create a solicitor-client relationship and does not make you a client. That begins when an engagement letter is signed by both of us.

Start an engagement.

Tell us who you are

What happens next