Client relations and communications

AuthorRobert K. Gill/Mark Daniel
Pages51-92
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 1-1.1Client Information Worksheet
Form 1-1.2Release For Records
Form 1-2Professional Services Agreement
Form 1-3Fee Agreement Letter (Flat Fee)
Form 1-3.1Fee Agreement Letter (Flat Fee, Non-DWI Case)
Form 1-3.2Fee Agreement Letter (Flat Fee, DWI Case, No ALR or Occupational License)
Form 1-3.3Fee Agreement Letter (Flat Fee, DWI Case with ALR and Occupational License)
Form 1-4Fee Agreement Letter (Stair-Step Fee for Trial Services)
Form 1-5Fee Agreement Letter (Hourly Billing Format)
Form 1-6Letter Declining Employment
Form 1-7Letter Notifying Client of Appointment of Counsel
Form 1-8Letter to Client Providing Copy of Administrative License Revocation Documents
Form 1-9Letter to Client Providing Copy of Arrest or Search Warrant
Form 1-10Letter Notifying Client of Court Appearance
Form 1-11Letter Accompanying Defendant’s Application for Community Supervision
Form 1-12Letter Advising Client of Case Dismissal
Form 1-13.1Let ter Advising Client of Case Dismissal and Right to Expunction
Form 1-13.2Let ter Advising Client of No-Bill By Grand Jury and Right to Expunction
Form 1-13.3Let ter Advising Client of Right to Order of Nondisclosure
Form 1-14Letter to Client Communicating Plea Offer
Form 1-15Letter Updating Client Concerning Status of Case
Form 1-16Receipt for Client Papers
Form 1-17.1Conf‌identiality Note for Electronic Client Communications
Form 1-17.2Tax Advice Disclaimer for Electronic Client Communications
Form 1-18Letter to Client Accompanying Motion to Reduce or Terminate Community Supervision Term
Form 1-19Letter to Client Accompanying Motion to Amend Community Supervision Term to Non-Reporting
Form 1-20Letter to Community Supervision Off‌icer Accompanying Motion
to Reduce or Terminate Community Supervision Term
Form 1-21Letter to Community Supervision Off‌icer Accompanying Copy of Motion
to Amend Community Supervision Term to Non-Reporting
Form 1-22Letter to Client Accompanying Copy of Motion for Expunction of Criminal Records
Form 1-23Letter to Client Accompanying Copy of Petition for Non-Disclosure of Criminal Records
Form 1-24Letter to Client Following Approval of Order Expunging Criminal Arrest Records
Form 1-25Letter to Client Following Approval of Order of Non-Disclosure of Criminal Arrest Records
Form 1-26.1Waiver of Potential Conf‌lict (Same Attorney)
Form 1-26.2Waiver Of Potential Conf‌lict (Attorneys In Same Firm)
Form 1-27Joint Defense Agreement
Form 1-28Letter to Client Warning of Withdrawal in the Event Fee Obligations Are Not Fulf‌illed
Form 1-29Motion to Withdraw as Counsel of Record
Form 1-30Form For Notary Public
Form 1-31Form 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:
 

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