What is a client interview checklist?

Client interview checklists are PDF forms that attorneys can use to collect information from their clients to form a Texas corporation, Texas LLC, Texas PA, or other entity, or to order an EIN (Federal tax ID), corporate kit, LLC kit, Texas registered agent service, and other items. Checklists double as order forms. See our full menu of checklists available for download

What is a web form?

A web form allows you to place orders on our website without having to download anything. You enter all of the details of an order into the appropriate web form and pay by credit card before submitting it. Once you’ve paid, we automatically receive the data you just entered – you don’t need to submit anything via email, fax, or phone. See our full menu of available web forms.

I'm not an attorney. Can I use the web forms to form a new business entity?

Yes! Texas law allows companies like Lawyer’s Aid Service to draft company formation documents if the order information is submitted via a web form. You may also order our Deluxe Company Kit if you order via a web form.

Can a non-attorney use a client interview checklist to form a new business entity?

It turns out that a Texas statute requires you use the web form.

How do I pay for an order?

For any unpaid order, pay online here.

When you order via a web form, all fees must be paid by credit card at the time of ordering.

When your order involves Lawyer's Aid Service advancing filing fees for you, then simultaneous payment—paying online the day you order or mailing a check the day you order—is required.

For other orders, please pay promptly when you receive your bill. More about your payment options

Can I order via a web form and pay by check?

No. All web form orders must be paid by credit card before you can submit your order data. If you wish to pay by check, you can instead submit one of our PDF checklists via email or fax, or call us and submit the order data verbally—while simultaneously mailing a check for the exact order amount (including any filing fees and shipping, if applicable) to P.O. Box 848, Austin, TX 78767-0848. See a full list of our prices

My credit card was rejected on the payment form or one of the order web forms.

Often the form will show you a red error message stating which information was entered incorrectly. Common errors include:

• accidentally leaving a required field blank
• entering the wrong billing address, name, or any other credit card information
• not putting a slash / in between the month and the year in the expiration date (e.g., INCORRECT: 0922; CORRECT: 09/22)
• entering the full 4-digit year instead of the last 2 digits of the year in the expiration date (e.g., INCORRECT: 09/2022; CORRECT: 09/22)
• attempting to use a card that isn’t Visa, MasterCard, or Discover
• attempting to use a card that has a billing address outside of the United States

If you are unable to resolve these issues, try using a different card. You may also call us at (888) 474-2112 and provide the credit card details verbally.

I'm not an attorney. Can I order Texas registered agent service or an EIN (Federal tax ID), file a BOI report, request a document search, or order a standard (blank) corporate book?

Yes, any service or product not involving drafting legal documents or giving legal advice can be ordered by a non-attorney.

Can I fill in a checklist by hand and scan-and-email or fax it to Lawyer's Aid?

Yes.

I want to have Lawyer's Aid Service do something that I don't see on the checklists.

Lawyer's Aid carries out many other governmental agency filings, retrievals, and errands of other kinds. Consider us your branch office in Austin. Please email our office at maindesk@LawyersAidService.com any time, or call (888) 474-2112 during the business day (8:00 am - 5:30 pm, CST).

I want to have Lawyer's Aid Service do something that I don't see on the web forms.

Unfortunately, any service that isn’t listed on our web forms menu cannot currently be ordered online via web form. We are working to add web forms for more of our services, so keep an eye out for new web form release announcements on our home page.

What if I use an old checklist without realizing it?

If an important change occurred that's not reflected in a checklist you send us, we'll contact you to resolve it. We recommend bookmarking our Checklist Menu page and downloading checklists regularly. Legislated changes usually take effect September in odd-numbered years or at year-end.