Full Transparency Process for Self‑Represented Litigants

To protect you, ensure accuracy, and maintain full compliance with Document Preparation service requirements, every service follows the same structured process:

1. Full Intake Form (Required)

All matters begin with a detailed intake form. This allows us to confirm and fully understand your object and service request, gather essential information, and determine whether your matter can be accepted since we are not attorneys and DO NOT provide legal advice. *General Intake Inquiry below

2. Initial Document Review & Feasibility Assessment (Required)

Before any quote is finalized, we conduct a mandatory feasibility review of your documents (if applicable) and assess the scope of work. This review allows our office to evaluate the materials you have submitted, confirm completeness, and determine the appropriate scope of work for non‑attorney Pro Se document preparation assistance.

The feasibility review is a paid, non‑refundable service, as it covers the time spent evaluating your documents, identifying missing or incomplete items, clarifying deadlines, and determining whether the requested service can proceed based on the materials provided. Uploading documents alone does not initiate a review.

What the Feasibility Review Includes

• Confirming that all required documents are provided

• Ensuring documents are complete (full pages, not photographs or partial uploads)

• Identifying missing, inconsistent, or contradictory information

• Reviewing deadlines and hearing dates

• Determining whether the requested document can be prepared based on procedural requirements

• Clarifying the scope of work before any quote is issued

• Determining whether additional documents are needed

• Assessing whether the matter falls within the services offered as a non-attorney Pro Se service, as legal advice cannot be provided.

A Service Request May Be Declined If:

• Required documents are missing, incomplete, or unreadable

• Only partial pages are provided instead of full documents (Preference: pdf format)

• The information submitted is inconsistent or contradictory

• Procedural issues prevent the document from being prepared

• Deadlines or hearing dates do not allow sufficient time for drafting

• The matter falls outside the scope of non‑attorney Pro Se document preparation services offered, including requests that require legal advice, legal strategy, procedural interpretation, or attorney‑level analysis.

• Procedural requirements prevent the document from being prepared based on the materials provided.

• The request requires legal advice, legal strategy, or form selection

Important Notes About the Feasibility Review

• A flat‑fee quote cannot be provided until the feasibility review is completed.

• The feasibility review determines what service you are requesting, what documents are relevant, and whether additional materials are needed.

• If additional documents are submitted after the review begins, fees may need to be reassessed to ensure a complete evaluation.

• If the matter is not feasible to proceed with, the drafting portion of the fee will be refunded.

• The feasibility review fee is non‑refundable, as it covers the time spent evaluating your documents for non‑attorney Pro Se document preparation assistance.

3. Confirmation of Accepted Service & Deadline

Once your intake and assessment are complete, you will receive written confirmation of:

• The services accepted

• The phase(s) included

• Your stated deadline

• Your flat‑fee price

No work begins until this confirmation is issued.

4. Signed Service Contract

A signed service contract is required for all matters. This contract outlines:

• The scope of work

• Your responsibilities

• Our responsibilities

• Limitations - No Legal Advice

• Payment terms

5. Payment Required Before Work Begins

All services must be paid in full before document preparation begins. This protects your timeline and ensures your matter is prioritized.

Submit your initial service inquiry below

(Required) General Intake Inquiry for Price Assessment.

Purpose: This intake form is the foundation of your case. Inaccurate or incomplete information may result in delays, additional fees, or inability to proceed.