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An effective connection with your clients begins
with keeping them informed of the status – and details – of
their cases and allowing them to be involved in the decision-making
process.
Our volume for Attorney-Client transactions is included
in every subscription. It consists of more than 30 forms, including
letters, information sheets, attorney fee agreements, as well as other
miscellaneous documents to help you establish and define the attorney-client
relationship.
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This volume comes standard with every ProDoc subscription
and contains more than 30 automated forms you need to establish
and maintain communications with your clients, from client intake forms
through closing letters. The forms in this volume are expressly designed
to keep your clients involved in their cases, thereby reducing the risk
of unwarranted or frivolous malpractice claims.
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Letters and New Client Forms
The volume contains a variety of forms to gather information
about your new clients and to provide your existing clients with information
about your services, including fee agreements, and numerous cover and
transmittal letters. You’ll also find forms to assist you in
obtaining client-related documents, including medical records, bank
records, and employment records. |
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Release and Closing Documents
These forms are used to end the attorney-client relationship
after resolution of the case; included are settlement and other documents
regarding the conclusion of your representation.
Forms and letters in this volume have also been
enhanced to accommodate the needs of criminal defense practitioners.
If you indicate that a particular form or letter is being prepared
for a criminal client, then language appropriate for a criminal
case will be inserted into the document.
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