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Client Relations Handbook

Table of Contents


Office Telephone Procedures

Office Procedures & Calendar Control
Office Procedures Manual

Mail Distribution


Conflict of Interest

Billing and Time Records

File Documentation

Filing Systems

Client Relations

Confidentiality Forms 

Client Intake

Initial Client Contact

Initial Appointment Confirmation 

Confirmation of Meeting with Prospective Client 

Client Intake

Client Intake Sheet 

Prospective Client Questionnaire 

General Information Questionnaire 

Personal Injury Case Interview Form 

Auto Accident/Injury Case Interview Form 

Domestic Relations Interview Form 

Criminal Defendant Intake Form 

Conflicts of Interest Check 

Engagement & Non-Engagement Letters Engagement & Non-Engagement Letters & Forms
 Information on Engagement Letters

General Engagement Letter 

Instantaneous Engagement/Non-Engagement Letter 

Non-Engagement Letter 

Disengagement Letter 

Firing a Client 

Attorney Termination/Release of Info Form 

Fee Agreements, Billing Forms, Sample Legal Service Contracts

 Types of Fee Agreements

Fixed Fee Agreement 

Hourly Fee Agreement 

Contingent Fee Agreement 

Criminal Defendent - Fixed Fee Agreement 

Criminal Defense - Fixed Fee Agreement
This document has been temporarily removed for review and revision based on the new Rules of Professional Conduct and ethics article "Practical Suggestions for Flat Fees or Minimum Fees in Criminal Cases"

Time Slip Samples 

Invoice & Statement Sample A 

Invoice & Statement Sample B 

Client Communications
Client Communication Letters

Monthly Status Letter

Subsequent Appointment Confirmation 

Confirm or Change Meeting

Letter Requesting Missing Information 

Deposition Instructions to Client

Court Appearance or Hearing Letter 

Post-Representation Survey 

File Retention, Closing and Destruction

Developing a Records Retention, Destruction Policy
This article by Attorney Michael Hall has been added to the online version of the CRHB as it is more comprehensive and references all pertinent Ethics Opinions.

Preservation and Disposition of Client Files by Attorney

File Closing Procedures

File Closing Letter 

Ethics Opinion Index

Practical Ethics Articles

If you are in doubt about the status of any meeting, please call the Bar Center at 603-224-6942 before you head out.

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