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In depth
An intake form is the structured questionnaire that Ancestra uses to collect information from prospective CBD clients. It is the first step in the case process and the basis for the initial consultation and eligibility assessment.
Ancestra's intake form collects: (1) the prospective client's personal information (name, contact, current citizenship), (2) the family ancestry (country of origin, ancestor's name, approximate birth/emigration dates), (3) what the client already knows about their ancestry (family stories, existing documents), and (4) the client's goals (which citizenship, timeline, family members applying).
The intake form is available online (the eligibility checker on Ancestra's website) and is free to complete. The information is confidential under strict confidentiality.
Related terms
An eligibility assessment is the written evaluation of whether a person qualifies for CBD, produced by Ancestra after the initial consultation and due diligence.
A consultation is the initial meeting between a prospective client and Ancestra's counsel, typically 90 minutes, free of charge, and confidential under privilege.
A retainer is a formal agreement between a client and a lawyer establishing the scope of legal services and the fee arrangement, required before Ancestra begins work on a CBD case.
An engagement letter is a written agreement specifying the terms of legal services, synonymous with retainer in CBD practice.
A fixed fee is a flat-rate pricing model where the total cost of legal services is agreed in advance, in contrast to hourly billing, used by Ancestra for all CBD cases.
A conflict check is the process of verifying that a lawyer can represent a client without a conflict of interest, performed before Ancestra accepts a new CBD case.