2
(c) Did you communicate by (check all that apply): ☐ phone? ☐ letter? ☐ e-mail?
(d) Explain, if needed (see also Questions 5 and 6):
5. Was the activity engaged in or the work performed by respondent: (Check all that apply;
if possible, attach copies of any documents you might have in support.)
☐ Advertising legal services or holding out as attorney
☐ Giving legal advice for a fee
☐ Preparing legal documents, with or without payment of a fee
☐ Representation in a legal matter heard by a court or other tribunal
☐ Other Explain: ____________________________________________________
6. Please describe in detail the activity that is the subject of your complaint. (Continue on
another sheet, if needed.)
7. Did you pay respondent for services? ☐ Yes ☐ No (If “Yes”, how much? $________)
Please attach copies of any fee agreement, invoices, billing statements, canceled checks
and other documents showing payment or payment arrangements.
8. Is there any lawsuit or other legal action against anyone about this problem?
☐ Yes ☐ No ☐ Don’t Know
If yes, what is the current status of that lawsuit or legal action?
9. Please attach clean copies (not originals) of any documents relevant to your complaint.
10. What else, if anything, should we know to help us understand your complaint?
AR/UPL Rev. 1.1 06/22/16