Midterm Flashcards
What are characteristics of a sophisticated client?
- Knowledgeable
- Confident in dealing with one’s lawyer.
- Able to research the law (using online or print resources) and find answers to basic legal questions by oneself.
- Able to better assist the lawyer by providing complete and accurate information.
- Able to better understand any advice the lawyer provides.
Role of the Lawyer
The lawyer gives advice, options, advises of one’s rights, and the potential consequences of various options. The lawyer may also provide an opinion—ie. strength of case, likelihood of success.
Role of the Client
The client makes the decision (informed decision). The lawyer is bound to follow client instructions.
When should you represent yourself?
You can successfully represent yourself in small claims court without a lawyer
When should you hire a lawyer
Hire a lawyer for serious matters, actions in the CQB, criminal law matters, contested family law matters, non-routine business matters, anything you don’t understand.
Resources to find a lawyer that aren’t super helpful
To find an appropriate lawyer, many people would consider Google advertisements (typically personal injury lawyers), Yellow Pages, and referrals from friends and relatives–although, these methods may not be the most helpful.
Most useful source to find a lawyer
A most useful source is the Law Society of Alberta Lawyer Directory
What is the next step after obtaining a list of potential lawyers?
Meet with one or more lawyers from the list to determine the most suitable one for your needs.
What is the most important criteria for choosing a lawyer
Trust and Comfort with your lawyer’s style is the most important criteria for choosing a lawyer - not the amount of fees they charge for their services.
Fixed Fee
regardless of time involved (ie. Preparing a will, incorporating a business). typically for very routine matters
What is the role of Legal Aid Alberta
- Legal Aid Alberta provides cost effective legal services for people in Alberta, based on financial and substantive eligibility. See www.legalaid.ab.ca for eligibility criteria.
- Legal Aid Alberta will appoint lawyers to represent individuals in certain cases.
- Even if you qualify you may have to pay or pay back some of the fees.
- Legal aid only covers certain types of legal matters. (landlord issues are not covered) See website for list.
Disbursements
(extra costs) are out-of-pocket expenses the lawyer incurs when handling your case (ie. postage, long distance charges, photocopying, medical reports, court filing fees). The lawyer will initially handle it and then bill you for it.
Contingency Fee
If client is successful (wins case) and collects a judgement or settlement, the lawyer will receive a % (determined from the start) of the amount. If client loses, lawyers receives nothing (this method may be used for personal injury cases). Lawyers will typically advertise this if they do it (if you don’t win we don’t win either). Typically lawyers will recommend settlement.
Hourly Rate
lawyer bills client according to time spent. Rate varies with experience of lawyer. Client pays regardless of whether win/lose case. This is the most common method. Billable hour (get the quote at the beginning) Only charge for hard core work.
Percentage rate (value added)
Client pays a fixed fee plus percentage based on value (ie. Probating an estate, incorporating a business). Larger estates or businesses will involve a larger fee. This is a combination. Starting rate is a flat rate, but it will go up depending on complexity
Retainer
an amount of money a lawyer will request before commencing work. The retainer is HELD IN TRUST for the client. As the lawyer does work for the client he/she will bill the client- the amount owed will be paid from the retainer funds. Unused funds are returned to the client.
What is a missappropriation of trust fund
They take money out of your account without invoicing.
Complaints regarding Lawyer conduct
Lawyers must comply with the Code of Professional Conduct, which governs the conduct of lawyers in their practice. If a lawyer breaches the Code, a complaint may be made against him/her with the Law Society of Alberta. (see the Code of Conduct and Complaints Process on the Law Society website under the “Lawyer Regulation” link). Then have disciplinary hearing and may get fined, suspended, or disbarred
When is it appropriate to complain about a lawyer
You cannot complain just because you lost your case. You may only complain if you believe the lawyer has done something unethical, illegal, or breached the Code of Professional Conduct (they didn’t show up, couldn’t answer questions, didn’t consult you)
Complaints regarding Fees
Law Society does not handle fee complaints. Client can have the lawyer’s bill reviewed by a Court official (Taxation Officer). The Taxation Officer will determine if charges are fair and adjust if necessary.
Complain process
Making a complaint under the Complaints Process will not result in compensation being paid to you. You just get satisfaction that your lawyer was disciplined
If your lawyer was negligent…
you may have to sue for compensation, or make a claim to the Insurer who provides liability insurance for lawyers in Alberta. All lawyers have professional liability insurance. See the Law Society of Alberta website - Financial Claims - How to make a Claim.
If your lawyer has missappropraited or stolen trust funds…
you may make a claim to the Assurance Fund for compensation. Lawyers in AB contribute to this fund as a mandatory part of their annual professional fees.
Where are the professional and ethical obligations of a lawyer set out
the need for ethical behaviour, based on integrity, honesty and professionalism.