New Matter Request New Matter Request *** NOTE FROM MANAGEMENT REGARDING MATTER ***(Required)This field is for Management to leave a note to attorney regarding new matterSelect the Email Address of the Person Requesting the Matter to be Created.(Required)Select from Drop Downmonica.boccia@bridgehouse.lawjana.collins@bridgehouse.lawdathan.dagostino@bridgehouse.lawcole.haaf@bridgehouse.lawreinhard.vonhennigs@bridgehouse.lawthomas.joa@bridgehouse.lawstephen.koehler@bridgehouse.lawvalerie.koehler@bridgehouse.lawcrystal.mcbride@bridgehouse.lawhenriette.morton@bridgehouse.lawjose.portabella@bridgehouse.comintern1@bridgehouse.lawintern2@bridgehouse.lawintern3@bridgehouse.lawintern4@bridgehouse.lawTo Receive Notification When Matter Has Been Created.New Client, Existing Client (New Matter), or Existing Client (Closing Client Matter)(Required) This is a New Client (not currently in RocketMatter) This is an Existing Client (need a new matter) This is an Existing Client (closing all matters/withdrawal) Company or Individual(Required) Individual Company Primary Attorney(Required)Select from Drop DownMonica BocciaJana CollinsCole HaafReinhard von HennigsThomas JoaStephen KoehlerCrystal McBrideJose PortabellaMark StowersIntern 1Intern 2Intern 3Intern 4Secondary Attorney(Required)Select from Drop DownMonica BocciaJana CollinsCole HaafReinhard von HennigsThomas JoaStephen KoehlerCrystal McBrideJose PortabellaMark StowersIntern 1Intern 2Intern 3Intern 4No Secondary Attorney NeededClient Origination*: Who is credited with originating this client?(Required) BridgehouseLaw Me (Primary Attorney) Another Attorney Not sure * DEFINITION OF CLIENT ORIGINATION: A client is considered originated by an attorney when: 1) The client’s relationship with the firm is established solely through the attorney’s direct, independent efforts. 2) The attorney uses their own personal or professional networks, including family, friends, or other connections unrelated in any way to BridgehouseLaw. 3) The introduction is not linked, directly or indirectly, to BridgehouseLaw’s existing clients, firm-sponsored events, professional reputation, or any relationships cultivated through the attorney’s employment at the firm. NON-ORIGINATION: A client is not considered originated by an attorney when: 1) The client is referred through an existing BridgehouseLaw client, even if the referral passes through an intermediary (e.g., an accounting firm or consultant). 2) The client is introduced as a result of the firm’s resources (including marketing efforts, BridgehouseLaw’s existing professional network or partnerships, Firm-sponsored events, or outreach programs.), reputation, or relationships. 3) The attorney establishes a connection with the client through their employment at BridgehouseLaw or by working on behalf of a firm client.Originating Attorney(Required)Select from Drop DownMonica BocciaJana CollinsCole HaafThomas JoaStephen KoehlerCrystal McBrideJose PortabellaEXISTING COMPANY OR CLIENTExisting Company or Client Name(Required)CLIENT DETAILSCompany Name(Required)Client Name(Required) Dr.MissMr.Mrs.Ms.Mx.Prof.Rev. Prefix First Last Client Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Client Email(Required) Client Telephone(Required)Is this the main signatory/contact regarding matter?(Required) Yes No Main Contact Name(Required) Dr.MissMr.Mrs.Ms.Mx.Prof.Rev. Prefix First Last Main Contact Email(Required) Main Contact Telephone(Required)Is this the billing contact?(Required) Yes No MATTER & SCOPEType of Matter(Required)Select from Drop DownContractCorporate/BusinessEmploymentEstateImmigrationIntellectual PropertyInternationalLandlord/TenantLitigationM&AReal EstateWill/TrustOTHERName of Matter(Required)Scope of ServiceBilling Type(Required) Flat-Fee Hourly (WITH Pre-Paid Fee/Retainer Deposit) Hourly (Without Pre-Paid Fee/Retainer Deposit) Contingency Pro-Bono Amount Quoted(Required)Pre-Paid Fee or Retainer Amount Required(Required)Explain Billing(Required)BILLINGBilling Contact Name(Required) Dr.MissMr.Mrs.Ms.Mx.Prof.Rev. Prefix First Last Billing Contact Email(Required) Billing Contact Telephone(Required)OTHER INFORMATIONOther InformationTO BE COMPLETED BY MANAGEMENTMANAGEMENT ONLY: Matter Created(Required) Yes No MANAGEMENT ONLY: Who Created Matter(Required)MANAGEMENT ONLYDathan D'AgostinoHenriette MortonMANAGEMENT ONLY: Would you like to leave a Note for Attorney?(Required) Yes No