# Client Data Form

Import Excel Data:
Import Old Excel Data:
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## Client Contact Information

Client First Name:
Client Middle Name:
Client Last Name:
Home Address:
Home City:
Home State:
Home Zip:
Home County:
Home Phone:
Cell Phone:
Email address:
Social Security Number:
DOB:
Aliases:
Client Name Prefix
Client Name Suffix
DMC Name (if applicable):

### Co-Client/Spouse Information

Client 2 First Name:
Client 2 Middle Name:
Client 2 Last Name:
Client 2 Home Address:
Client 2 Home City:
Client 2 Home State:
Client 2 Home Zip:
Client 2 Home County:
Client 2 Home Phone:
Client 2 Cell Phone:
Client 2 Email address:
Social Security Number:
DOB:
Aliases:
Client 2 Name Prefix
Client 2 Name Suffix

## Case Information

Court Designation:
Case County:
Case State:
Court Division:
Court Division Number:
Judge Assigned:
Case Number: Make Link
Plaintiff Name:
Defendant Name:
Suit Theory:
Suit Amount:
Plaintiff's Counsel:
First Court Date:
Original Creditor:
Account Number (or Last Four)
Petition Filing Date:
Filing Attorney:
Opposing Counsel File #
Date Answer Filed:
Case Disposition:
Case Disposition Date

### Settlement Terms

Expected Settlement Offer Percentage
Current Settlement Offer Percentage
Settlement Offer
Settlement Amount:
Installment Amount:
First Payment Date:
Number of Payments
Interest Rate (%)
Case Costs ($)

## Fee and Payment Information

Fee:
Payment Amount:
First Payment Date:
Name on Card:
Card Number:
Expiration:
Billing Address:
Billing Zip:
Security Code:
Number of Collectors:

## Generate Documents

### General Documents

Pleading Template:

### FDCPA Letters

### Letters

Select a template:

### Discovery Responses

Select a template:
Discovery CoS Date: