CHECKLIST INITIAL INTERVIEW OF CLIENT                     FORM 1.110

ATTORNEY:

______1. Conducts short interview with client

                ______a. Obtains basic information about case

                ______b. Determines whether to accept case

                ______c. Answers questions and explains how case is to be handled

______2. Introduces legal assistant and explains role of legal assistant

______3. Has client sign Fee Agreement

______4. Has client sign (as appropriate):

                ______a. Request to employees or associates of client for information  or cooperation

                ______b. General Authorization for information

                ______c. Application for No-Fault Benefits

                ______d. Worker’s Compensation Bureau Forms

                ______e. Request for copy of statement given to others

______5. Gives client Diary Instructions if appropriate

______6. Either (a) gives client information sheets (to be filled out and returned as soon as possible), or (b) directs legal assistant to interview client and fill out client information sheets.

______7. Directs opening of new file

______8. Directs tickler file notes for billings to be made.

LEGAL ASSISTANT:

______1. As requested by attorney, interviews client and obtains information.

______2. Makes arrangements with client for future contact and delivery of information to us.

______3. Sees that client is sent a copy of the fee agreement and our file copy contains notation that client was given a copy.

______4. Sees that an appropriate letter is made for attorney’s signature to client telling we are starting work.