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The materials are advisory suggestions, not legal advice, not a standard of care, and may be adapted for office use and client distribution while restricting reproduction for profit. 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Our goal is to assist attorneys in improving client relations and minimizing the likelihood of claims for legal malpractice and complaints alleging violations of the Rules of Professional Conduct by helping them to establish quick, consistent, and easy-to-use systems for exchanging information with their clients.  \nThese materials do not establish a standard of care for attorneys. They are not a complete analysis of the topics they cover, nor should they be construed as providing legal advice. They are merely suggestions for setting up and maintaining easy, regular and systematic communications with clients as their cases progress.  \nThese materials were adapted from those contained in the Ohio State Bar Association’s Client Keeper Package. We are grateful to the Ohio State Bar Association for its permission to use and modify its publication. The Alabama State Bar hereby grants permission for these materials to be reproduced in whole or in part and to be amended and adapted to suit the needs of lawyers for use in their offices and for distribution to clients. The documents contained in this publication may not be reproduced for sale or otherwise used for profit.  \nPractice Management Assistance Program  \nRevised November 2011 iii  \niv  \nTABLE OF CONTENTS  \nEffective Client Relations ............................................ 1  \nTelephone Procedures ......................................... 3  \nClient Telephone Policy ........................................ 6  \nIncoming Mail Procedures ...................................... 9  \nMail Log .................................................. 11  \nOutgoing Mail Procedures ...................................... 13  \nElectronic Communications ..................................... 15  \nInitial Client Contact .............................................. 17  \nInitial Appointment Confirmation Letter (Short) ...................... 19  \nInitial Appointment Confirmation Letter (Long) ....................... 20  \nAlabama State Bar Lawyers’ Creed ............................... 22  \nIntake Form ............................................... 23  \nConflict of Interest Search Form ................................. 25  \nGeneral Information Questionnaire ............................... 26  \nFees, Engagement Letters and Fee Agreements ........................... 37  \nEngagement Letter .......................................... 39  \nEngagement Letter ( Hourly) .................................... 40  \nHourly Fee Agreement ........................................ 42  \nContingent Fee Agreement ..................................... 44  \nNon-Engagement Letter ....................................... 46  \nDisengagement Letter ........................................ 47  \nAdditional Communications ......................................... 49  \nSubsequent Appointment Confirmation ............................ 50  \nMonthly Status Letter ......................................... 51  \nDeposition Scheduling Letter ................................... 52  \nDeposition Instructions ....................................... 53  \nCourt Appearance or Hearing Letter .............................. 60  \nFile Closing Procedures ............................................ 61  \nFile Retention Procedure ...................................... 65  \nFile Closing Checklist ......................................... 68  \nFile Retention Schedule ....................................... 69  \nClient File Retention Policy ..................................... 71  \nNotice to Client t","cbCairkAFcU8oTDV","https://ap.wps.com/l/cbCairkAFcU8oTDV","pdf",320866,82,"English","# Effective Client Relations\n## Telephone Procedures\n## Client Telephone Policy\n## Incoming Mail Procedures\n## Mail Log\n## Outgoing Mail Procedures\n## Electronic Communications\n## Initial Client Contact\n## Initial Appointment Confirmation Letter (Short)\n## Initial Appointment Confirmation Letter (Long)\n## Alabama State Bar Lawyers’ Creed\n## Intake Form\n## Conflict of Interest Search Form\n## General Information Questionnaire\n## Fees, Engagement Letters and Fee Agreements\n## Engagement Letter\n## Engagement Letter (Hourly)\n## Hourly Fee Agreement\n## Contingent Fee Agreement\n## Non-Engagement Letter\n## Disengagement Letter\n## Additional Communications\n## Subsequent Appointment Confirmation\n## Monthly Status Letter\n## Deposition Scheduling Letter\n## Deposition Instructions\n## Court Appearance or Hearing Letter\n## File Closing Procedures\n## File Retention Procedure\n## File Closing Checklist\n## File Retention Schedule\n## Client File Retention Policy\n## Notice to Client to Pick up File Letter\n## Client Satisfaction Survey Questionnaire\n## Client File Receipt","[{\"question\":\"What is the purpose of the Client-Keeper Package manual?\",\"answer\":\"It helps attorneys establish quick, consistent, easy-to-use systems for exchanging information with clients to enhance relations and reduce the likelihood of malpractice claims and professional conduct complaints.\"},{\"question\":\"Does the manual provide legal advice or establish a standard of care?\",\"answer\":\"No. The materials do not establish a standard of care, are not a complete analysis, and should not be construed as providing legal advice.\"},{\"question\":\"How can attorneys use and adapt the materials?\",\"answer\":\"The Alabama State Bar grants permission to reproduce the materials in whole or in part and to amend and adapt them for office use and distribution to clients, but not for sale or profit.\"}]","ASB Client-Keeper Package - Communication Tools to Enhance Client Relations | PDF",1789508691,29]