Confidential Case Review Intake

Case Review Questionnaire

Existing Cases · After Judgment · Document Preparation Review

LDA #23-003 · Placer County · Registered & Bonded
Before you start. This questionnaire gives JoHanna what she needs to review the existing court record and your documents, confirm what document preparation you are asking for, and prepare a flat-fee quote. Answer as thoroughly as you can — “not sure” is a fine answer, and JoHanna will verify the details against court records.

How this works:
  1. Complete this questionnaire
  2. Upload your documents below, or email them to newleafoffice.us@gmail.com
  3. JoHanna sends your service agreement and an invoice for the $150 review fee
  4. The review begins once both are returned
  5. You receive her findings and a flat-fee quote in writing before any further work
This questionnaire is confidential.

NON-ATTORNEY DISCLOSURE: JoHanna C. Cody is a registered California Legal Document Assistant, not an attorney, and NewLeaf Document Services is not a law firm. I can prepare documents at your specific direction. I cannot give you legal advice, choose forms for you, tell you what to ask the court for, or predict how a judge will rule. Those choices belong to you. For legal advice, please consult a licensed California attorney.
1
Your Information
Please give at least one way to reach you — a phone number or an email address.
2
Case Information
3
How Far the Case Has Gotten

Answer as best you can — JoHanna will verify everything against court records.

📎 If you have the rejection notice from the court, please upload it below — it usually explains exactly what needs to be fixed.
⚠️ Court deadlines are time-sensitive — JoHanna will prioritize your review. Please give as much detail as you have.
4
What You Would Like Help With
5
Upload Documents & Submit
💡 Please send everything you have related to this case — the more complete your file, the more accurate the review. If you have a lot of documents, email them to newleafoffice.us@gmail.com after submitting this form.
Photos from your phone are fine. If a file will not upload, email it instead.
💾 Your answers save automatically on this device as you go.  Saved ✓
Clear saved answers

🌿 Thank You — Questionnaire Received

Here is what happens next:

  1. Send any remaining documents to newleafoffice.us@gmail.com
  2. JoHanna sends your service agreement and an invoice for the $150 review fee
  3. The review begins once both are returned
  4. You receive her findings and a flat-fee quote in writing before any further work

Questions in the meantime?

(916) 751-6498 — Call or text
newleafoffice.us@gmail.com

NewLeaf Document Services · LDA #23-003 · Not a Law Firm · Not an Attorney

NewLeaf Document Services · JoHanna C. Cody, LDA #23-003 · Placer County · Registered & Bonded
(916) 751-6498 · newleafoffice.us@gmail.com · NewleafDocumentServices.com
This questionnaire is confidential. Not a Law Firm. Not an Attorney.