Client Onboarding

Lets Get Started

This form helps us collect the information we need to set you up in our client system and begin preparing your matter.

You'll be asked to review and accept our Terms and Conditions and Privacy Policy

Once reviewed, we’ll send through a Letter of Engagement outlining the scope of work and next steps.

We’ll collect the details we need to understand how we can help and prepare your matter.

Onboarding

Your Primary Lawyer

What can we help you with?

Who is this matter for?

Trust

Name of Trust

Date of Trust

Trust's IRD Number

Trustee One Name

Trustee One Email

Trustee One Phone

Trustee Two Name

Trustee Two Email

Trustee Two Phone

Trustee Three Name

Trustee Three Email

Trustee Three Phone

File Upload

Maximum file size: 52.43MB

Company

Company Name

Company Address

Company Number

Company IRD Number

How Many Directors

Director One

Director One Phone

Director One Email

Director Two

Director Two Phone

Director Two Email

Director Three

Director Three Phone

Director Three Email

Primary Contact

First Name

Middle Name

Last Name

Phone

Mailing Address

IRD Number

Date of Birth

Person Two

First Name

Middle Name

Last Name

Phone

Mailing Address

IRD Number

Date of Birth

If you are human, leave this field blank.

Search

[email protected]

07 929 4300