This intake collects the information needed to scope and begin the selected L7S HERO solution. Completing it does not create a binding engagement; binding terms apply only under a separately executed agreement.
Provide the legal details for the business or individual being served.
[Insert any additional entity identifiers required for the selected HERO track — e.g., registration numbers, ownership percentages.]
Identify the person authorized to communicate and provide documents on the client's behalf.
[Note any secondary/authorized contacts and their permission scope here.]
Select the HERO solution and the membership / engagement option of interest.
Primary goal(s) for this engagement:
[State the client's goal(s) in 2–4 plain-language sentences — what success looks like and the target timeframe.]
Summarize where the client is today and what matters most right now.
Background & context:
[Describe the current situation, prior attempts, obstacles, and any deadlines. Add relevant numbers the HERO track requires.]
Indicate which items are attached or to follow. Check each that applies.
[List any additional documents the selected HERO track requires, and the delivery method/portal for secure upload.]
This section captures the client's permission for L7S, INC. to begin the intake-driven work and to handle the information and documents provided.
[Insert the consent and authorization language here — e.g., scope of permission granted to L7S, INC., authorization to use submitted documents for the selected HERO track, data-handling/confidentiality terms, and any third-party coordination consent. Have counsel confirm before use.]
The client acknowledges the nature of the engagement and the accuracy of the information provided.
[Insert the acknowledgment language here — e.g., confirmation that the information is true and complete, understanding that L7S, INC. acts as a facilitator and not as a lender/law firm/credit-repair org/insurer/licensed advisor, and that binding terms exist only in an executed agreement.]