What should be included in the Intake Memo?

The correct choice emphasizes the importance of including client personal data and the assignment details in the Intake Memo. This document serves as a foundational record for any legal case and is essential for understanding the context and specifics of the client's situation. Client personal data typically includes vital information such as the client's name, contact information, and relevant background, which aids in creating a comprehensive profile for the case.

Additionally, detailing the assignment helps clarify the scope of work being undertaken, including the specific legal issues at hand and the goals of representation. This information is critical for ensuring that all legal practitioners involved in the case have a clear understanding of their responsibilities and the client's needs from the outset.

In contrast, while client billing information is important for financial considerations, it does not provide essential context regarding the nature of the case or the client's situation. A list of potential witnesses, although useful for fact-finding later, is not foundational in outlining the initial steps or the specifics of the case. Similarly, a summary of legal research performed might be relevant in later stages of the case but does not address the immediate need for understanding the client and the assignment at the outset. Hence, option C captures the essential elements needed in the Intake Memo effectively.