Client Communication
How To Conduct a Meeting (Foonberg's Ten Rules) PDF

Scoring Big Points on the Telephone

e-Mail Disclaimer PDF

Telephone Protocol PDF

Client Notice—Proposed Settlement MS WORD

Client Service Questionnaire MS WORD

Disengagement Letter—Engagement Completed MS WORD

Disengagement Letter—Failure to Pay Fees MS WORD

Disengagement Letter—Lost Client MS WORD

Client Intake
New Client Screening PDF

New Business Information MS WORD

New Matter Report MS WORD

Retainer Agreement—Contingent Fee MS WORD

Retainer Agreement—Criminal— Fixed Fee—Hourly MS WORD

Retainer Agreement—Flat Fee MS WORD

Retainer Agreement—General—Business Client MS WORD

Retainer Agreement—General—Hourly—Sample 1 MS WORD

Retainer Agreement—General—Hourly—Sample 2 MS WORD

Written Client Satisfaction Survey MS WORD

Conflicts of Interest
Who's the Client? PDF

Former Client Conflict Disclosure and Consent PDF

Multiple Current Client Conflict Disclosure and Consent PDF

Personal/Business Conflict Disclosure and Consent PDF

Preventing Conflicts of Interest PDF

The Attorney-Client Relationship PDF

Conflict of Interest Search Form MS WORD

Conflict Waiver Joint Representation of Multiple Clients MS WORD

Pre-employment Conflict of Interest MS WORD

Request for Conflict Search and System Entry MS WORD

Links
Using Technology to Improve Client Service: From the Simple to the Sublime—Law Practice Today (2011)

The Vendor-Client Relationship in real world situations.

Lawyers Take Note
The ABA has issued a new Formal Opinion 11-459 urging caution when using e-mail:

A lawyer sending or receiving substantive communications with a client via e-mail or other electronic means ordinarily must warn the client about the risk of sending or receiving electronic communications using a computer or other device, or e-mail account, to which a third party may gain access. The risk may vary. Whenever a lawyer communicates with a client by e-mail, the lawyer must first consider whether, given the client’s situation, there is a significant risk that third parties will have access to the communications. If so, the lawyer must take reasonable care to protect the confidentiality of the communications by giving appropriately tailored advice to the client.

From Our Lending Library
Letters for Lawyers: Essential Communications for Clients, Prospects, and Others (Second Edition)

by Thomas E. Kane

Lending Library Number: 125

Frequent, effective written communication is vital to the successful practice of law. In today's legal industry, clients expect their lawyers to be responsive, efficient, and cost conscious. Communication with clients has never been more important. The new second edition of this publication will help ease the task of communicating with clients, prospects and others.

Full Description

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