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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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