Matter Readiness Assessment - BACKGROUND USE ONLY.

Yes

No (correct)

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.

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.

<p>True</p> Signup and view all the answers

<p>False</p> Signup and view all the answers

<p>False</p> Signup and view all the answers