Use this disclosure language when obtaining client consent for credit evaluation. Customize the [LAW FIRM NAME] placeholder with your firm's name.
Note: This disclosure should be incorporated into your firm's intake workflow. Obtain consent before running any credit evaluation.
Recommended Disclosure Language
Credit Evaluation Consent
I authorize [LAW FIRM NAME] and its service provider, Underwrite.ai/RetainerLogic, to obtain a credit evaluation for the purpose of determining appropriate payment terms for legal services.
I understand that:
• This is a "soft pull" inquiry that will NOT affect my credit score
• The evaluation will be used only to determine what portion of agreed-upon legal fees may be deferred
• This evaluation will NOT be used to decide whether to provide legal services or to set the fee amount
• This authorization is valid for 90 days from the date signed
I certify that the information I have provided is accurate and I consent to this credit evaluation.
Short Form (for digital intake)
I authorize [LAW FIRM NAME] and Underwrite.ai/RetainerLogic to obtain a soft-pull credit evaluation to determine payment terms for legal services. This will not affect my credit score.