New Client Questionnaire--Short Form (Word file)

Please note that this form is in Microsoft Word format. The New Client Questionnaire (Short Form) is a checklist and self-screening device for lawyers, designed to obtain (in three minutes) the information required to examine clients for the more discretionary issues, such as the ability to pay appropriate fees, and the absence ...

$22

NON-MEMBERS

$17

MEMBERS

Rate

Quantity

*Additional discounts may apply at checkout

Please note that this form is in Microsoft Word format.

The New Client Questionnaire (Short Form) is a checklist and self-screening device for lawyers, designed to obtain (in three minutes) the information required to examine clients for the more discretionary issues, such as the ability to pay appropriate fees, and the absence of any problem-client criteria. Separation of administrative and discretionary screening can help reduce oversight time and facilitate consistent implementation of intake procedures.

This form is discussed in more detail in The Essential Formbook: Comprehensive Management Tools for Lawyers, Volume I: Partnership and Organizational Agreements/Client Intake and Fee Agreements.

Other Downloads Available!This is only one of many downloads available from this book. To see what else is available, visit:
The Electronic Formbook

Authors

Anthony E Davis

Publishers

ABA Book Publishing

Product Code

51105361203

Audio and Video | On-Demand CLE

While You Were Sleeping: Ever-Changing Cybersecurity Threats and What You Need to Know Now (On-Demand CLE)

Audio and Video | On-Demand CLE

Evidence for Administrative Hearing Professionals: Evaluation of Admissible Evidence Using Real-Fact Scenarios (On-Demand CLE)

Audio and Video | On-Demand CLE

Best of ABA TECHSHOW/TECHSHOW 2019 Preview: I Didn't Know I Could Do That With Adobe Acrobat (On-Demand CLE)

Oct

Events | Webinar

Nuts & Bolts Pre - Workshop Seminar

The LRIS Nuts and Bolts training is a “must-attend,” day-long pre-conference program designed to introduce "newbies" to the world of LRIS. The webinar will be conducted virtually via Zoom.

Jun

Events | In-Person

Negotiate Your Way to Success: A Guide for Women Rainmakers in Billings, MT- Live Video

Hosted by Holland & Hart LLP 401 North 31st Street Suite 1500 Billings, MT 59101

Apr

Events | In-Person

Spring 2020 National Legal Malpractice Conference -- CANCELLED

ETHICS 60 min

In light of the recommendation from the CDC to cancel all events with more than 50 people to curb the spread of COVID-19, the WHO's classification of the coronavirus as a pandemic, prohibitions on tr…

New Client Questionnaire--Short Form (Word file)

By Anthony E Davis

New Client Questionnaire--Short Form (Word file)

By Anthony E Davis