Law Office Road Map: Practical Skills for Working with Clients

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Law Office Road Map: Practical Skills for Working with Clients

  • Instant Download! Digital Download Features
  • 1 volume; softbound
  • 348 pages
  • © 2012
  • $125.00

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Law Office Road Map: Practical Skills for Working with Clients follows the attorney-client relationship from the initial client interview to the termination of the relationship, outlining best practices for interacting with clients and guidelines for managing a law practice. The book provides examples of what an attorney might do to document compliance with the disciplinary rules in situations occurring throughout the course of the attorneyís practice.

With contributions provided by numerous prominent Texas attorneys and leading organizations, this handy guidebook includes 28 forms and letters, and a checklist for closing an office.

Law Office Management Road Map digital product contains the entire book as a hyperlinked and word-searchable PDF. All forms are provided as PDFs and as Word documents. Also included is the TexasBarBooks Navigational Toolbar which enables you to highlight text, view and hide instructions, and more.

TABLE OF CONTENTS

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PREFACE
INTRODUCTION

  • Chapter 1 Consulting Potential Client
  • Chapter 2 Establishing Attorney-Client Relationship
  • Chapter 3 Representation of Client
  • Chapter 4 Managing Your Law Practice
  • Chapter 5 Use of Technology
  • Chapter 6 Advertising
  • Chapter 7 Social Media
  • Chapter 8 Terminating Attorney-Client
  • Chapter 9 After Attorney-Client Relationship Has Ended
  • Chapter 10 Avoiding Problems When Firms Break Up and Closing a Law Practice

Appendix A Potential Areas for Legal Liability
Appendix B Ethics and Professional Conduct

ATTORNEY’S OFFICE
STATUTES & RULES CITED
CASES CITED
SUBJECT INDEX
HOW TO DOWNLOAD THIS BOOK

FORMS

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  • Form 1 Letter Detailing Basic Engagement Agreement and Fee Agreement
  • Form 2 Letter Detailing Ongoing Engagement Agreement and Fee Agreement
  • Form 3 Letter Detailing Basic Engagement Agreement and Fee Agreement for Simple Matters
  • Form 4 Employment Contract
  • Form 5 Fee Agreement for Initial Consultation
  • Form 6 General Client Intake Form
  • Form 7 Client Information Sheet – Collections
  • Form 8 Client Questionnaire -Estate Planning
  • Form 9 Entity Information Form
  • Form 10 Client Questionnaire – Divorce
  • Form 11 Client Questionnaire -Parent-Child Relationship Suit
  • Form 12 Schedule of Marital Property
  • Form 13 Letter Declining Representation
  • Form 14 Letter to Client Confirming Request to Take No Action on Case
  • Form 15 Letter to Client Regarding Informal Settlement in Divorce Proceedings
  • Form 16 Letter to Client Regarding Inadvertent Agreements in Divorce Proceedings
  • Form 17 Letter Disclosing and Requesting Waiver of Potential Conflict with Current Client
  • Form 18 Letter Disclosing and Requesting Waiver of Potential Conflict for Multiple Representation of Title Company and Third Party
  • Form 19 Letter Disclosing and Requesting Waiver of Potential Conflict with Former
  • Form 20 Letter Disclosing Potential Risks and Requesting Consent of Individual Partners to Representation of Partnership
  • Form 21 Letter Disclosing Potential Risks and Requesting Consent to Representation of Corporate Entity
  • Form 22 Letter Requesting Consent to Intermediary and Outlining Fee Agreement
  • Form 23 Letter to Client Advising against Settlement
  • Form 24 Notice of Current Address of [party designation]
  • Form 25 Letter Requesting Client’s Consent to Business Relationship with Attorney
  • Form 26 Nonrepresentation Letter When Representing Lender or Title
  • Form 27 Letter Terminating Attorney-Client Relationship
  • Form 28 Letter for Completion of Attorney-Client
  • Form 29 Checklist for an Attorney Who Closes Another

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