A great first form to complete on Westlaw® Doc & Form Builder, this sheet contains the most basic information in a case, such as party names and court information, and allows you to enter it all at once on one form. Just like every other form on Form Builder, when information is entered on these forms, other forms built for that client and matter are automatically populated.
You can find the Case Profile and Client Interview forms by clicking on a specific jurisdiction and selecting the appropriate volume, e.g. "Family Law."
Case Profile (or Client Interview) will be at the top of the forms listed. Check the box to the left of Case Profile and click on the Build icon on the upper right-hand side to start filling in basic information for your matter.
Fill out answers to the questions for your client and matter.