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CONSULTATION INTAKE FORM

Read Disclaimer for Total Recall Consultation Services prior filling out form At Total Recall Consultation, we specialize in providing guidance to homeowners navigating issues related to Homeowners Associations (HOAs) under Florida Statutes 718 and 720. We offer two distinct types of consultation services: One-on-One Consultations and Document Reviews. One-on-One Consultation: •Scope: The One-on-One Consultation is designed to address a maximum of two specific issues within a session lasting up to 1 hour and 30 minutes. Clients should focus on one primary issue for in-depth discussion. •Documentation: Clients must submit relevant documents pertaining to the single issue being discussed. These documents should be sent in advance of the consultation to facilitate a productive session. •Participants: A maximum of two homeowners may attend the consultation. If more than two homeowners wish to participate, additional charges will apply for each extra person. •Limitations: If clients wish to discuss multiple issues, they will need to schedule additional consultations, as our format is intended for target discussions. Document Review: •Scope: For clients seeking a Document Review, you may submit as many documents as you like. This service is billed at an hourly rate based on the time required to review each document. •Flexibility: The Document Review service allows for comprehensive feedback on a wider range of issues and documentation. General Terms: By engaging our consultation services, clients acknowledge and agree to the above terms. Total Recall Consultation aims to provide tailored advice and support and encourages clients to prepare adequately for their consultations to maximize the benefits of our services. If you have any questions regarding the consultation process or the services we offer, please feel free to reach out to us. Thank you for choosing Total Recall Consultation.

SECTION 1 - CLIENT INFORMATION
Birthday
Buwan
Araw
Taon
Property Address
How did you hear about us?
Referral
Social Media
Website
Seminar/Event
Other
SECTION 2 - HOA/COA ASSOCIATION DETAILS
Association Type
HOA (Homeowners Association)
COA (Condominium Owners Association)
Are you a current member in good standing?
Yes
No
Unknown
Are Assessments/Dues Current?
Yes
No
In Dispute
SECTION 3 - NATURE OF ISSUE/ CONSULTATION TOPIC

Please describe the issue(s) you are experiencing. Be as specific as possible. Attach additional pages if needed.

Primary Issue Category

(Check all that apply)

Have you previously submitted a written complaint or request to the board?
Yes
No
Response Received?
Yes
No
SECTION 4 - RELEVANT FLORIDA STATUTES & GOVERNING DOCUMENTS
Please indicate which statutes or governing documents you believe apply to your situation. Our consultant will review and advise accordingly. Applicable Florida Statute(s) (check all that apply):
Governing Documents You Have Access To (check all that apply):
SECTION 5 - DOCUMENT SUBMISSION

Please bring or upload the following documents relevant to your situation. Copies are acceptable. Original documents will be returned.

Document Submission Checklist (check items submitted):
Documents submitted via:
In-Person
Email
Uploaded
SECTION 6 - SESSION GOALS & EXPECTATIONS

Help us serve you better by sharing what you hope to achieve from this consultation.

What is your primary goal for today's session? (check all that apply):

Desired outcome of this consultation :

Have you sought legal counsel on this matter?
Yes
No
In Progress
Are there any time-sensitive deadlines we should be aware of?
Yes
No
Preferred follow-up method:
SECTION 7-CONSENT & ACKNOWLEDGMENT

By signing below, I confirm that the information provided on this intake form is accurate and complete to the best of my knowledge. I understand that Total Recall Consultation provides guidance and advisory services based on Florida HOA/COA laws and statutes, and does not constitute legal representation or legal advice. I consent to the consultation session and the use of submitted documents for the purposes of this engagement.

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Date and time
Buwan
Araw
Taon
Oras
Mga OrasMga Minuto
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