9081 Soquel Drive
Aptos, California 95003

Call: 1-866-499-8640

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CLIENT QUESTIONAIRE

Completion of the questionnaire will provide important information so that we may analyze and evaluate your dental/medical malpractice case. Please answer each item completely.

In litigation, each side is entitled to discover background and other information concerning a party to a lawsuit. Therefore, please answer all questions, even if the information is embarrassing, or seems unimportant, or irrelevant in order to prevent surprises during litigation. All information you provide is confidential. We may be able to protect harmful information from disclosure if we know in advance, rather than being suddenly confronted at an important event in your case. In addition, your credibility for truthfulness is always important. If you fail to disclose information, which is later discovered, it could seriously jeopardize your case.

Please:

  1. Complete the questionnaire.

  2. Do not discuss your case with anyone except your attorneys and family. If you discuss your case with your present treating dentists, or provide your dentist with any information, the dentist may record your discussion, or information, in your treatment records. The defense may later obtain a copy of these confidential documents. You may, of course, discuss your dental treatment with your dentists. Just be sure not to discuss with your dentists legal aspects of your case.

  3. Be sure to notify this office promptly if:
    • Any additional or new treatment is suggested, including specialist referrals;
    • Any person not from this office tries to obtain from you information about your case;
    • You change your address and/or telephone number.

  4. Be sure to send us copies of all treatment records, x-rays, prescriptions, bills, and statements connected in any way with your case. Retain the originals in a safe place.

  5. Keep copies of all materials you send us during litigation, including discovery responses. We suggest you obtain a large envelope or file folder for your legal documents.

We will be happy to discuss your case at any time, in writing or by telephone, and answer your questions after we review the information submitted. 

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