Thank you for your interest in creating a new CLAT. This Intake Form is used to gather all the relevant information that is necessary to start your new iCLAT engagement. All of the information that you provide to us on this Intake Form will be kept private and confidential at all times. We will not disclose any of your information to any third parties (such as your accountant, financial planner and/or attorney) unless you give us the express consent to do so (on this form or otherwise). Note, this digital Intake Form is the preferred method by which we gather the necessary information to start working on your iCLAT. However, if you prefer to provide this information to us by mail, fax or email, then click HERE to download a PDF Version of this Intake Form.