Rasmussen University New Firm Wide Client Questionnaire
ContentTitle: New Firm-Wide Client QuestionnairePurpose of Assignment: This assignment reinforces the ability to craft new documents for the firm’s use across clients.Course Competency: Complete file management using office procedures and emerging technologies to maintain structure and continuity. (TS- Digital Fluency)Instructions:Content:Your supervising attorney has requested you prepare a new Client Intake Questionnaire. Your supervising attorney would like you to research 2 Intake Questionnaires on the internet. Your attorney would like you to then combine the best aspects of each sample located into a new Client Intake Form that can be used by the entire firm. This should be an internal firm document, which would not be seen by clients. At the least, the form should include personal information on the client, their contact information, the manner in which the client will be billed, hourly rate (or contingent fee percentage), type of case, and any important deadlines. You might want to review the information you know you would typically need to insert into Clio for a new client file or conflict check for additional information to include. The time spent on this will be unbilled to any particular client but will be invaluable to the running of the firm.Format:You should provide both samples, as well as your written intake form to your supervising attorney Resources: Microsoft WordContentTitle: Draft RetainerTitle: Creating a Client file for Justin SharpPurpose of Assignment: This assignment reinforces the ability to create a retainer agreement for a client.Course Competency: Complete file management using office procedures and emerging technologies to maintain structure and continuity.Instructions:Content:The firm has a new client, Justin Sharp. Your supervising attorney has decided to represent Mr. Sharp. Your supervising attorney has asked you to prepare an hourly retainer agreement for the client. The hourly rate is to be $300 for attorneys and $120 per hour for the paralegal. Sample retainer agreements your supervising attorney has used for similar cases are includedRasmussen-Law-Firm-Retainer-Agreement-Samples.docxChoose an agreement and complete it with the appropriate information. You should include a cover letter to the client as well.Mr. Sharp lives at 243 First Street, Minneapolis, MN, 43637. His email is M.Sharp.Runner@sharpcompanies.com. His phone number is 323-323-0938.Mr. Sharp will be suing First Work Enterprises, Inc. His case is a products liability case against them.Format:You should use the information provided by your supervising attorney, along with the template, to create a retainer agreement that can be sent to the client. Resources: Microsoft WordIntroduction to the Law FirmYour capstone course is set up as a mock law firm in which you are interning. Each week your instructor, or “supervising attorney,” will leave information for you, as well as instructions for work to be completed in a memorandum. Your supervising attorney will also leave a weekly voice or video announcement pertaining to the work to be completed on various client projects for the week. Here is your first week’s memorandum:WELCOME to Rasmussen Law Firm PLLC!
We are happy to have you as an intern in our office for the next few weeks. The roots of the firm go back to Samantha Rasmussen who began the practice of law as an apprentice in the late 1920’s. Ms. Rasmussen, as a member of several law firms, practiced law and real estate development. The firm’s modern configuration began when Ms. Rasmussen’s son graduated from law school and joined the firm in 1965. The Attorneys of Rasmussen Law Firm, PLLC bring experience, education, and a strong reputation as trusted advisors to build lasting relationships with clients and the legal community.Our attorneys’ practice in a wide array of disciplines and can handle most legal needs. Specifically, the firm has history representing clients in these major areas of emphasis:Business, Banking and taxThe practise in this area includes general banking matters, corporate formations an representation, partnership matters, acquisitions, loan transactions, credit agreements, ownership matters and general corporate management. The Firm handles a comprehensive array of tax matters including income tax and estate planning, special use valuations, tax litigation and the tax aspects of most types of business transactions.LitigationThe practise in this area includes handling the trial and appellate needs of The Firm’s clients. The litigation in which The Firm is predominantly engaged involves general business, commercial, real estate, bankruptcy and domestic relations matters. Additionally, The Firm represents clients in the malpractice, personal injury, wrongful death and Labour litigation.Labour and employmentServices rendered by The Firm generally involve age, sex, disability and race discrimination, unemployment and other employer slash employee relations. Both corporate and individual clients are represented and advised by The Firm full.Personal injuryServices rendered by The Firm generally involved motor vehicle accidents, insurance claims, product liability, general liability, negligence, wrongful death, premises liability, assault and much more.Real estateThe Firm handles the full spectrum of real estate transactions on behalf of its clients, including the representation of sellers, buyers, builders and lenders in the purchase and sale of residential, commercial, and industrial properties. Also covered in this area of practise of the analysis of title matters, title claims, leasing transactions land instalment sales, financial and construction issuesEstate and probateThe Firm services the estate planning needs of individuals families and companies. This area of practise involves such things as succession planning for corporations, limited liability companies and family limited partnerships, the drafting of trusts, wills and advanced directives for clients, guardianships common tax planning and the probating of Estates for clients families.Disability Representation of the disabled is also a primary focus of The Firms practise The Firm provides representation in Social Security disability and SSI claims, disability income insurance claims by individual policyholders, and short term and long term disability insurance matters under the ERISA lawDomestic relationsDealing with a divorce, dissolution, or custody dispute can be a difficult endeavour. The Firm provides representation in all areas of domestic relations, including divorce, dissolution, legal separation, DPO issues, QDRO concerns , spousal and child support disputes, child custody disputes, as well as third party concernsCriminal Law The Firm provides criminal defence services for client on all types of felonies and misdemeanours in both state and federal court, for DUI defence, to property crime defence, as well as white collar crimes and those convicted of felonies in state court This term the firm has decided to bring on virtual paralegal interns in the personal injury (civil litigation) practice area, and in the criminal defense practice area. This week you will need to decide which practice area you prefer. Throughout the next few weeks, you will be given work to do on client cases. Your work will depend on your practice area—either criminal or civil litigation. Each week your supervising attorney will provide a list of work that needs to be completed in a memorandum. You might also receive a voice memo or other memo in the announcements section of this platform.This week you will be doing some introductory matters. First, you should read the firm’s policies and procedures to ensure you understand the level of confidentiality and trust assigned to your position. This week we also need you to create a new client matter/open a client file for a new client in Clio. You should perform a conflict check on the client in Clio as well. Your supervising attorney will need you to prepare a Retainer Agreement and letter sending the agreement to the client as well. All of your time spent on activities on a client case will need to be entered as time spent on the case in Clio as well. Be sure to be accurate with your timekeeping so billing will be accurate down the line.If you need a refresher on Clio, here is the link to the Clio User Guide.Additionally, your supervising attorney believes that you would be the perfect candidate to prepare a new internal firm Client Intake Form. Your supervising attorney would like you to review other sample forms on the internet, and prepare a new Client Intake Form for the firm’s use.Details on each of your tasks for the week have been provided in your “Course Project” and “Activity” sections for the week.Feel free to reach out to your Supervising Attorney (Instructor) if you have any questions. Our firm’s contact information for use on all correspondence, pleadings, and motions is 2899 Wellsbrooke, Suite 700, Appleton, MN, 27189. The phone number is 389-920-2900.