Overview Of Process
Step One: Determine What you Need.
The RML client center contains memos and information gathered from our small business practice and blended to serve potential clients on the RML Client Center website. The form families outline the processes generally undertaken by the RML Client Center clients. These pages detail the process that you need to go through-- showing the user what forms are utilized during the process and explaining how these forms and processes function.
Step Two: Complete a Retainer Form.
We cannot assist you until we have in place a signed retainer agreement. The forms are not available until we give you a login and password. Review the retainer agreement, make the necessary payment arrangements, and get a password. Now you are ready to go.
Step Three: Login, Fill out your Questionnaire(s) and Review your Document(s).
Once you have logged in, links in the document generator or the form family will direct you to questions. Answer those questions. Submit the form. If we are generating a document, then a draft of the document will automatically appear. You can begin your review immediately.
Step Four: Work with an attorney to complete the process.
When you submit your questions, your attorney will be notified as well. A special site, available just for you, will be created in the ‘my forms’ section with links to your particular documents. An attorney will review the documents generated and make changes – if necessary – to your draft documents.
Tips for better site use:
Answer the questions fully. For example, use the name you want to use in a legal document. Do not just refer to yourself as John, use your full legal name.
Disable pop up blockers. We use pop ups- not to advertise or hit you with unnecessary pages, but in order to provide a better web experience. Book Mark your form. Once you have generated the form, then book mark the page that the document appears in. You can then come back easily and quickly.