Client Portal Links
Law Office of Keith R. Miles, LLC
Submitting the Background Intake
Select one of the three DecisionVault Buttons to the Left
- Decision Vault Intake – Estate Planning (NOTE: Corresponds to Scheduling Categories 01A, 01B, 01C and 02)
- Decision Vault Intake -Elder Law (NOTE: Corresponds to Scheduling Categories 03 through 06)
- Decision Vault Intake – Probate (NOTE: Corresponds to Scheduling Categories 01A, 01B and 07)
Submit the fully completed DecisionVault Intake at least one (1) business day prior to Consultation Meeting.
Consultation Meeting
Check the MyCase Portal prior to the consultation to confirm the accuracy of the Background Intake Form information that you submitted on DecisionVault.
Note: You can access MyCase using the MyCase – Case Files button to the right.
If inaccurate or incomplete information is found within the Background Intake Form, please notify the attorney through the MyCase client portal by message or text.
NOTE: Return to DecisionVault by selecting the original button for submission to the right.
Attend your consultation alone in the beginning as the true “Client” (i.e. elderly parent).
NOTE: The attorney may permit other individuals to join the consultation at a later point (i.e., adult children or other concerned family members) but it is not guaranteed.
The attorney will review your DecisionVault Background Intake Form with you during your consultation.
- MetLife Member: Check length of consultation – Up to 30 Minutes
- Legal Plan Member: Check length of consultation – Up to 30 Minutes
- Georgia Legal Services Member: Check length of consultation – Up to 30 Minutes
- Georgia RSVP Clinic Member: Check length of consultation – Up to 30 Minutes
- All Others: Check length of Consultation – Up to 1 Hour
- For Zoom Meeting, check your Zoom instructions the day before your meeting.
- For an In-Office Meeting, check the Google directions to the office (3675 Crestwood Parkway, Suite 400, Duluth, GA 30096) the day before your meeting.
At the end of the consultation, make sure you inquire about a fixed and/or hourly fee quote.
If you agree to move forward together on your matter (either during or after the consultation), then sign a fee agreement and pay the invoice through the client portal MyCase.