Taking the Case

AuthorMichael Barr/Sharon Gerstman/Burton Lipshie
Pages41-92
1-1
CHAPTER 1
TAKING THE CASE
QUICK VIEW
 Τακινγ τηε χασε ισ τηε ινιτιαλ προχεσσ οφ υνδερτακινγ ρεπρεσεντατιον οφ α χλιεντ, φροµ τηε ινιτιαλ χονταχτ
τηρουγη περφορµινγ αν ινιτιαλ φαχτυαλ ινϖεστιγατιον, υνδερτακινγ λεγαλ ρεσεαρχη, ανδ εντερινγ ιντο α ρεπρεσεντατιον
αγρεεµεντ ωιτη τηε χλιεντ.

ωιτη οτηερ ρυλεσ οφ προφεσσιοναλ χονδυχτ. Φεε αρρανγεµεντσ. ∆ραφτινγ τηε ενγαγεµεντ χοντραχτ. Πραχτιχε φορµσ.

τηατ τηε χλιεντ ηασ α χλεαρ υνδερστανδινγ οφ τηε νατυρε οφ τηε ρεπρεσεντατιον, τηε φεε αρρανγεµεντσ, ετχ. το αϖοιδ λατερ






 
 
 
 
 
TABLE OF CONTENTS
 
 
 
 
 
 
 
 
 
 
New York Civil Practice Before Trial 1-2
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1-3 Taking the Case
 
 
D. Evaluate Fee Sources
 
 
III. AFTER ASSESSMENT AND VALUATION
A. Initial Steps
 
 
B. Prepare for Case Conference
 
 
 
C. Consider Fee and Cost Arrangements
1. Preliminary Considerations
 
 
 
 
 
2. Factors in Selecting A Fee Arrangement
 
 
 
 
 
 
 
 
3. Time-Based (Hourly-Rate) Billing
 
 
 
4. Contingency Fees
 
 
 
5. Retainers
 
 
 
6. Other Fee Arrangements
 
 
 
 
 
 
7. Costs and Expenses
 
 
 
 

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