Podcast
Questions and Answers
The featured matter is a private client who has recently signed a fee agreement with our firm for a new business formation. Based on the matter dashboard, should an attorney work on this case today?
The featured matter is a private client who has recently signed a fee agreement with our firm for a new business formation. Based on the matter dashboard, should an attorney work on this case today?
- Yes
- No (correct)
The featured matter is a long-standing private client with a demanding and highly time-sensitive case. You received an email indicating several urgent deadlines to meet within the week. What is the best course of action?
The featured matter is a long-standing private client with a demanding and highly time-sensitive case. You received an email indicating several urgent deadlines to meet within the week. What is the best course of action?
- Generate a list of each task and corresponding due date. Begin work, and save any associated documents and emails in Clio.
- Avoid executing any tasks and reach out to the client for a retainer replenishment. As soon as the email goes out, begin work.
- Avoid executing any tasks, reach out to the client for a retainer replenishment and avoid work until the "Matter Trust Funds" exceed the outstanding balance ,"Work in Progress" and projected billable time. (correct)
- Start working on the matter.
The following private client has two expenses that must be paid in order to close out the matter. What is the best course of action?
The following private client has two expenses that must be paid in order to close out the matter. What is the best course of action?
- Pay the expenses with a personal card and request reimbursement from the firm
- Pay the expense with the company card and send the receipt to your paralegal to scan into Clio.
- Notify the client of their need to pay the expense and avoid work on the matter until the expense is paid. (correct)
- Notify the client of their need to pay and continue work on the matter to ensure timely close-out of the case.
A wise attorney would never begin working on a matter that did not have a signed fee agreement AND retainer as shown in the matter dashboard.
A wise attorney would never begin working on a matter that did not have a signed fee agreement AND retainer as shown in the matter dashboard.
Our firm should offer to pay client expenses to create an efficient workflow and better client experience.
Our firm should offer to pay client expenses to create an efficient workflow and better client experience.
A partner is best suited working on workers' compensation defense matters versus private client matters.
A partner is best suited working on workers' compensation defense matters versus private client matters.
Flashcards
Capital of France (example flashcard)
Capital of France (example flashcard)
Paris
