Case Review & Takeover Questionnaire — NewLeaf Document Services

Confidential — Current Clients Only

Case Review & Takeover Questionnaire

Existing Case Review · Limited Takeover · Major Rebuild · NewLeaf Document Services

LDA #23-003 · Placer County · Registered & Bonded
Please complete before sending your documents.
This questionnaire helps JoHanna assess your existing case before the $150 file review begins. Please answer as thoroughly as possible — even if you are unsure of some details. The more information you provide, the faster and more accurately JoHanna can assess your situation.

After submitting this form: Please send all existing documents (everything you have) to JoHanna via email at newleafoffice.us@gmail.com or upload them below. The $150 review fee will be collected before the review begins.

This questionnaire is confidential and for current clients only.

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.
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Your Information
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Case Information
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What Has Been Done

Check everything that has been filed or completed to your knowledge. Don't worry if you're not sure — JoHanna will verify against court records.

⚠️ Upcoming deadlines are time-sensitive — JoHanna will prioritize your review. Please give the date and what the hearing is for.
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What Needs to Happen
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Upload Documents & Submit
💡 Please send ALL existing documents — everything you have related to this case. The more complete your file, the more accurate JoHanna's assessment will be. If you have a lot of documents, email them to newleafoffice.us@gmail.com after submitting this form.
💡 After submitting — please send all existing documents to newleafoffice.us@gmail.com. The $150 review fee will be collected before the review begins. JoHanna will contact you with findings and a firm quote before any further work is done.
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🌿 Thank You — Questionnaire Received!

Please send all existing case documents to newleafoffice.us@gmail.com. JoHanna will collect the $150 review fee and begin her assessment once all documents are received.

Questions? Reach out directly:

(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.