[YOUR NAME]

[DATE]

[YOUR COMPANY NAME]

Initial Consultation

Schedule a consultation

• Confirm appointment time and date

• Utilize [Appointment scheduling system]

Prepare consultation materials

• Gather client intake forms

• Ensure forms are up-to-date with legal requirements

• Include conflict check procedures

• Provide privacy policy information

Conduct the consultation

• Review client's legal needs

• Listen actively to client concerns

• Ask pertinent questions for clarification

• Provide initial legal advice or recommendations

Retainer Agreement

Draft retainer agreement

• Outline legal services to be provided

• Specify fees and billing arrangements

• Include terms of engagement and termination

Review retainer agreement with client

• Explain terms and conditions thoroughly

• Address any questions or concerns raised by the client

• Obtain client's signature on the agreement

Execute retainer agreement

• Ensure all parties sign and date the document

• Provide client with a copy for their records

Case Management

Open client file

• Create electronic or physical file

• Organize documents and correspondence accordingly

Assign responsible attorney or legal team

• Clarify roles and responsibilities

• Establish communication channels and frequency

Develop case strategy

• Analyze legal issues and potential solutions

• Set milestones and deadlines for case progression

Legal Services

Provide ongoing legal advice

• Respond promptly to client inquiries

• Offer guidance on legal rights and obligations

Conduct legal research

• Stay informed about relevant laws and precedents

• Prepare legal memoranda or opinions as needed

Prepare legal documents

• Draft contracts, pleadings, or other legal instruments

• Review documents for accuracy and completeness

Client Communication

Maintain regular communication

• Schedule periodic updates with the client

• Inform client of case developments or changes in strategy

Respond to client inquiries promptly

• Acknowledge receipt of client communications

• Provide substantive responses within [48 hours] of receipt

Billing and Payments

Track billable hours or services rendered

• Utilize timekeeping software or manual logs

• Record detailed descriptions of work performed

Generate and send invoices

• Include itemized breakdown of charges

• Specify payment terms and due date

Follow up on unpaid invoices

• Send reminder notices for overdue payments

• Offer payment arrangements or options if necessary

Case Resolution

Pursue negotiated settlements

• Participate in mediation or settlement conferences

• Negotiate favorable terms on behalf of the client

Prepare for litigation, if necessary

• File necessary legal pleadings or motions

• Represent client's interests in court proceedings

Close client file upon case resolution

• Ensure all necessary documentation is finalized

• Provide client with closing letter and any relevant instructions