New Client Intake Matter

1st question to ask is if the caller is an existing client. If they are an exisiting client, proceed with existing client procedure. Make an appointment to meet with the attorney or – schedule a call back with one of the staff.

 

If caller is new to the firm :

This form is to be used ONLY FOR CALLERS THAT SAY THEY ARE NOT EXISTING CLIENTS

If the caller can not attend a LIVE webinar, you can sign them up for an On-Demand Webinar. Once you fill out information, caller will receive an email with the link to watch.

please enter your first name

please enter your last name

please enter an email address

enter your phone number area code first

Brief description of prospect need

Best office location

Operator who took call

Appointments can be in person, by phone or by zoom.

We have 3 offices for in-person meetings and signings.

Camden Office:

66 Elm Street Camden Maine 04843

Bangor Office:

12 Stillwater Suite 4 Bangor, ME 04401

 Manchester Office:

960 Western Avenue Manchester ME 04351

Use the Calendar Links Below to Schedule Meetings with Attorney Jesse Bifulco

Team Members For Call Back Appointment

Ashley Ames

Estate Planning Paralegal/Business Planning/ ALSO CAN SCHEDULE NOTARY SERVICE

Anna Picchione

Front Desk/Admin – Take a message or transfer

Kristen Bifulco

Office Manager

Hollie Nash

Probate/Mainecare Paralegal

Carrie Nichols

Probate/Mainecare Paralegal