Module 2

Question 1

What materials are needed to open a physical file?

Answer 1

1. file folder
2. two labels
3. client info sheet
4. any other correspondence, notes or records already created
5. fastener

Question 2

what info is contained on the labels on physical files?

Answer 2

1. Client name
2. File number
3. Brief desc of what the file is about

Question 3

What things should a lawyer consider prior to opening a file with a client?

Answer 3

1. Potential conflict of interest
2. Limitation deadline
3. Whether or not the creditor has a basis in law to sue the debtor
4. Existing workload

Question 4

What things should a client consider prior to hiring a lawyer?

Answer 4

1. First impression, whether or not they think the lawyer would be a good fit
2. Costs for the lawyer

Question 5

What steps are taken by the legal assistant after opening a file in a law firm?

Answer 5

1. Drafting and sending a retainer agreement
2. Receipt of retainer funds from client
3. Request and receipt of any client documentation supporting their claim