Client relations and communications

• Author: Robert K. Gill/Mark Daniel
• Pages: 51-92

CLIENT RELATIONS AND

COMMUNICATIONS

1-1

CHAPTER 1

CLIENT RELATIONS AND

COMMUNICATIONS

I. GENERAL POINTS

§1:01 Disciplinary Rule Requirements

§1:02 Use Mail, Phone, and E-Mail

§1:03 The Client Makes the Decisions

II. OBTAINING CLIENT INFORMATION

§1:10 Explain Privilege and Rules of the Relationship

§1:11 Obtain a Client Information Worksheet

§1:12 Obtain Client Records

III. FEE AGREEMENTS

§1:20 Disciplinary Rule Requirements

§1:21 Clarify the Scope of the Representation

IV. ONGOING COMMUNICATION

A. General Matters

§1:30 Disciplinary Rule Requirement

§1:31 Practice Defensively

§1:32 Conf‌identiality in Electronic Communications

B. Community Super vision Matters

§1:40 Keep Client Apprised of Status

§1:41 Advise Client of Requirements

§1:42 Inform Court Supervision Off‌icers

C. Expunction and Non-Disclosure Services

§1:50 Inform Client of Filings

§1:51 Give Client Copy of Order

V. MULTIPLE CLIENT REPRESENTATION COMMUNICATIONS

§1:60 Disciplinary Rule Requirement

§1:61 Joint Defense Agreements

VI. WITHDRAWING FROM REPRESENTATION

§1:71 Disciplinary Rule Requirements

§1:72 Warning of Withdrawal for Non-Payment

CLIENT RELATIONS AND

COMMUNICATIONS

Texas Criminal Forms 1-2

VII. MISCELLANEOUS FORMS

§1:80 Notary Form

§1:80.1 Statutory Law

§1:81 Oath of Inmate

§1:81.1 Statutory Law

VIII. FORMS

Form 1-1.1 Client Information Worksheet

Form 1-1.2 Release For Records

Form 1-2 Professional Services Agreement

Form 1-3 Fee Agreement Letter (Flat Fee)

Form 1-3.1 Fee Agreement Letter (Flat Fee, Non-DWI Case)

Form 1-3.2 Fee Agreement Letter (Flat Fee, DWI Case, No ALR or Occupational License)

Form 1-3.3 Fee Agreement Letter (Flat Fee, DWI Case with ALR and Occupational License)

Form 1-4 Fee Agreement Letter (Stair-Step Fee for Trial Services)

Form 1-5 Fee Agreement Letter (Hourly Billing Format)

Form 1-6 Letter Declining Employment

Form 1-7 Letter Notifying Client of Appointment of Counsel

Form 1-8 Letter to Client Providing Copy of Administrative License Revocation Documents

Form 1-9 Letter to Client Providing Copy of Arrest or Search Warrant

Form 1-10 Letter Notifying Client of Court Appearance

Form 1-11 Letter Accompanying Defendant’s Application for Community Supervision

Form 1-12 Letter Advising Client of Case Dismissal

Form 1-13.1 Let ter Advising Client of Case Dismissal and Right to Expunction

Form 1-13.2 Let ter Advising Client of No-Bill By Grand Jury and Right to Expunction

Form 1-13.3 Let ter Advising Client of Right to Order of Nondisclosure

Form 1-14 Letter to Client Communicating Plea Offer

Form 1-15 Letter Updating Client Concerning Status of Case

Form 1-16 Receipt for Client Papers

Form 1-17.1 Conf‌identiality Note for Electronic Client Communications

Form 1-17.2 Tax Advice Disclaimer for Electronic Client Communications

Form 1-18 Letter to Client Accompanying Motion to Reduce or Terminate Community Supervision Term

Form 1-19 Letter to Client Accompanying Motion to Amend Community Supervision Term to Non-Reporting

Form 1-20 Letter to Community Supervision Off‌icer Accompanying Motion

to Reduce or Terminate Community Supervision Term

Form 1-21 Letter to Community Supervision Off‌icer Accompanying Copy of Motion

to Amend Community Supervision Term to Non-Reporting

Form 1-22 Letter to Client Accompanying Copy of Motion for Expunction of Criminal Records

Form 1-23 Letter to Client Accompanying Copy of Petition for Non-Disclosure of Criminal Records

Form 1-24 Letter to Client Following Approval of Order Expunging Criminal Arrest Records

Form 1-25 Letter to Client Following Approval of Order of Non-Disclosure of Criminal Arrest Records

Form 1-26.1 Waiver of Potential Conf‌lict (Same Attorney)

Form 1-26.2 Waiver Of Potential Conf‌lict (Attorneys In Same Firm)

Form 1-27 Joint Defense Agreement

Form 1-28 Letter to Client Warning of Withdrawal in the Event Fee Obligations Are Not Fulf‌illed

Form 1-29 Motion to Withdraw as Counsel of Record

Form 1-30 Form For Notary Public

Form 1-31 Form For Oath of Inmate

CLIENT RELATIONS AND

COMMUNICATIONS

1-3 Client Relations and Communications §1:11

I. GENERAL POINTS

§1:01 Disciplinary Rule Requirements

Τηε χορνερστονε οφ µεανινγφυλ ανδ προδυχτιϖε ρελατιονσ βετωεεν α λαωψερ ανδ τηε χριµιναλ λαω χλιεντ ισ



Α λαωψερ µυστ κεεπ α χλιεντ ρεασοναβλψ ινφορµεδ αβουτ τηε στατυσ οφ τηε µαττερ ανδ προµπτλψ χοµπλψ ωιτη

 Τεξ. ∆ισχιπ. Ρ. Προφ. Χονδ. 

Τεξ.

∆ισχιπ. Ρ. Προφ. Χονδ.

Τηε Τεξασ ∆ισχιπλιναρψ Ρυλεσ οφ Προφεσσιοναλ Χονδυχτ αρε ρεπριντεδ ατ Τεξ. Γοϖτ Χοδε 

§1:02 Use Mail, Phone, and E-Mail

   







ρεγυλαρ χορρεσπονδενχε βψ µαιλ ορ τηε αχχεπτανχε οφ χολλεχτ τελεπηονε χαλλσ ισ νεχεσσαρψ το αππρισε τηε χλιεντ οφ

τηε στατυσ οφ τηε µαττερ ιν χοµπλιανχε ωιτη Τεξ. ∆ισχιπ. Ρ. Προφ. Χονδ.





§1:03 The Client Makes the Decisions

Τηε Τεξασ ∆ισχιπλιναρψ Ρυλεσ οφ Προφεσσιοναλ Χονδυχτ ουτλινεσ λαωψερ ρεσπονσιβιλιτιεσ ιν χοννεχτιον ωιτη α



 

Τεξ. ∆ισχιπ. Ρ. Προφ. Χονδ.



Τεξ. ∆ισχιπ. Ρ. Προφ. Χονδ.

   





II. OBTAINING CLIENT INFORMATION

§1:10 Explain Privilege and Rules of the Relationship







§1:11 Obtain a Client Information Worksheet

Α χλιεντ ινφορµατιον ωορκσηεετ σηουλδ βε χοµπλετεδ ειτηερ βψ τηε χλιεντ πριορ το τηε ινιτιαλ ιντερϖιεω ορ βψ



    

βιογραπηιχαλ ινφορµατιον σηουλδ ινχλυδε τηε βαχκγρουνδ ινφορµατιον χονταινεδ ον τηε χλιεντ ινφορµατιον ωορκσηεετ;





ΦΟΡΜ: Σεε τηε φολλοωινγ ατ τηε ενδ οφ τηισ χηαπτερ:

 