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Keeping the Client Informed
3. AUTOMOBILES (depending on type of problem) a.   Documents relating to purchase b.  Documents relating to financing of a vehicle c.  Warranties, guarantees, and repair documents d.  Insurance policies e.  Police reports (accident cases) f.   Data on other vehicles and drivers involved (accident cases) g.  Any correspondence or court documents regarding the accident 4.  TAXES a. Copy of returns for previous 3 years b.  All tax-withholding slips and information returns c.  Copy of PCS/TAD orders (if applicable) d.  Check stubs or receipts for moving, medical, casualty, or other deductible items e.  Rough  filled-out  return 5. FINANCES, CONTRACT AND CONSUMER LAW a. Itemized budget containing all sources and amounts of income and average monthly expenses and obligations b.  Any  correspondence  or  court  documents  regarding  financial  obligations 6. LANDLORD-TENANT AND REAL ESTATE a. Lease b.  Security  deposit  receipt c. Pictures of any disputed property, if possible d. Any correspondence or court documents relating to the transaction 7. POWERS OF ATTORNEY a. Record of Emergency Data (or copy) b. Copy of orders Figure  11-1.—Telephone  receptionist  checklist—Continued. At the time the client first calls or comes into the more trips to the office and much waiting time in the office and speaks to the receptionist or LN, inquiry office can often be saved for the client as well as for the should be made as to the general nature of the assistance legal assistance attorney. being  sought;  for  example,  taxes,  wills,  automobile . When you (or the legal assistance attorney) are busy, registrations,  and  accidents. Once  that  has  been determined, by consulting the telephone receptionist the client will appreciate recognition that his or her time checklist,  you  or  the  receptionist  can  advise  the  client is also valuable. An advance telephone call to set anew what documents or information the client should bring appointment  or  a  few  moments  spent  in  explaining  the along at the time he or she consults with the legal delay to the client are merely applications of the Golden assistance  attorney.  By  following  this  procedure,  one  or Rule  in  attorney-client  relationships. 11-4 . . . . .

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