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Toolkit
Part I: Before the Representation
Checklist of Generally Prohibited Solicitations or Advertising Statements
Letterhead Do's and Don'ts
Permissible Electronic Media Messages
Sample Memo to Firm Personnel Re New Shared Office Space Arrangement
Sample Sub-Tenant Confidentiality Agreement
Sample Website Disclaimer Language
Part II: Initiating the Representation
Important Components of a Conflicts Database
Non-Engagement Letter Checklist and Sample Language
Sample Consent to Waiver of Conflict
Sample Firm Policy Statement Regarding In-take of New Matters and Clients
Sample Form for Evaluation of New Business
Sample Language for Engagement Letters Addressing Potential Conflicts of Interest
Sample New Matter Information Sheet
Part III: During the Representation
Sample Director & Officer Questionnaire
Sample Firm Policy Statement Regarding Attorneys Serving As Officers or Directors of Outside Organizations
Sample Firm Policy Statement Regarding Investments In and With Clients
Sample Form for "Prior to Trial" Review
Part IV: Ending the Representation
Fee Suit Decision Tree
File Closing Checklist
Sample Language for Letters Requesting Client Consent to Withdraw from Representation