What Fieldnotes CPA Will See
One row per field on the intake form. If a field is optional and you leave it blank, it's not shared.
- What do you need help with?Fieldnotes CPA is asking for this because (not specified by the partner)
- What kind of business?Fieldnotes CPA is asking for this because (not specified by the partner)
- Roughly how many monthly transactions?Fieldnotes CPA is asking for this because Bank + credit card lines combined.
- Are you on Quickbooks, Xero, or something else?Fieldnotes CPA is asking for this because (not specified by the partner)
- Your nameFieldnotes CPA is asking for this because (not specified by the partner)
- EmailFieldnotes CPA is asking for this because (not specified by the partner)
- PhoneFieldnotes CPA is asking for this because Used only to reach you about this request — never shared beyond the partner.
Kept Private — What Fieldnotes CPA Does Not See
These categories never leave Lawma. They're not on the form; they're not sent in the background. Partners do not have a login that could access them.
- Your legal case factsAnything you've told your Lawma attorney — case status, hearings, opposing party — stays inside your case file. Partners cannot read it.
- Documents and formsCourt filings, signed agreements, uploaded evidence — none of these are visible to partners.
- Messages with your attorneyYour secure messages with Lawma attorneys are privileged. Partners have no access.
- Payment historyWhat you've paid Lawma or your attorney stays between you and the firm.
- Anything from other partnersEach partner sees only what you fill out on THEIR form. They cannot see other partners' intakes.
If you continue, your submission will be sent to Fieldnotes CPA with the fields above. A copy of what was disclosed (and the reason given) will be saved with your submission so you can review it later in your Lawma account.