Intake

Thank you for your interest in working with Milestone Law Group

At Milestone Law Group, we are committed to delivering peace of mind to business owners and managers of small and medium-sized businesses in all industries.  As business owners, we know that your time is valuable and want to be certain that we are able to provide the assistance you are seeking.  

Our intake process

We've created an intake process for our clients to ensure that your time is spent wisely and that you get an idea of how our firm works- so that when you do meet with one of our attorneys, your time and money will be efficiently spent. 

We ask that all prospective clients fill out a business or estate plan intake form. This provides us with initial background information about your legal business needs. 

You can find both of these forms below. 

Upon receipt of your intake form our legal team will review the information you provided and determine if our practice is able to meet your legal business needs. Once we have determined what the next best options are for you, you will receive an email with additional information. You should expect further information within two business days.   

If all parties agree to move forward we will schedule a virtual consultation- either a complimentary phone call or a paid discovery call. More information on this below. 


Intake Forms

Business Intake Form

Fill out this form

Estate Planning Intake Form

Fill out this form


Consultation Information

Getting to know you call: This is a complimentary call so that we can get to know each other and you can learn more about Milestone Law Group. Please note that no legal advice will be given on this call. 

Paid discovery call: This meeting is held with one or two attorneys. The cost is $500 for 60 minutes. This allows you to ask those important questions and get legal advice specific to your situation. Please note: You are not obligated to hire us but if you do proceed after the discovery call we apply 1/3 of the cost ($150) to your first invoice.


Fee Information 

Here at Milestone Law Group we believe in a stress free approach when it comes to helping businesses with their legal needs. 

We value our clients time and money and that’s why we believe there should be no surprises when it comes to paying for our services. We understand that peace of mind is vital to you as a business owner. 

This is why in most cases we charge a flat fee for our legal services verses hourly. We don’t want to add another “to do” to your long list of things to do once a month. 

This allows us to not only support our mission but support our clients better. We are able to focus solely on results and not our time. 

We get to know our clients, their values, their needs and goals. Together we discuss the fee in advance, so again there are no surprises for you. 

You pay this flat fee before work starts and avoid that dreaded monthly invoice and the stress that comes along with it. 


Disclaimer: No Attorney-Client Relationship is Formed

There is NO attorney-client relationship formed by submitting our intake forms or by having a phone call with our legal team. We do not represent you unless and until you and we mutually agree to the representation and you sign a formal agreement.