Attorney Resources

THE PROACTIVE CLIENT

 by Kristie Coomer

“It is important for clients to be proactive and not reactive when working towards resolving their criminal cases. There are a few simple tasks that clients can to do assist their legal team. Communicate – check your emails, return phone calls, ask if you don’t understand something such as a class or referral. Show up for court on time Follow your bond conditions . Be honest with your attorney and the legal team. Remember we are here to help you and want you to succeed but it is important to be proactive in your case.”

CLIENT INTAKE

 by Taylor Ann Storbeck

“Gaining a new client comes with lots of information. What is important is to have a nice and condensed intake form. At our firm, we have several intake forms, they are based on types of Legal matters that we handle. Each intake has specified questions for that matter that the client will fill out for our records. This helps the client be able to also narrow down what information that they need to give at the beginning of a case. This also helps our office with initial pleadings, and we can use that information from there.

When we first speak with a client we grab initial information about the case that they possibly may have and that helps us determine what office it is for, along with what matter type. As time has gone on, asking intake questions helps the attorney know what kind of case that it could be. Over time learning the types of cases that can come through our offices has helped me be able to know when to ask those questions for each type. I work a lot with the clients in the beginning and that has helped me a lot with helping those intakes.”

CLIENT DOCUMENTS

 by Taylor Ann Storbeck

“Documentation is very important to every case. We strive to receive important documentation at the first few meetings. That could be any paperwork that you may have been served with, anything that is evidence that can help prove your claim, and paperwork that we may need for future Discovery needs. PLEASE PROVIDE THE SERVED PAPERWORK IMMEDIATELY. This helps us with being able to determine what our pleadings will need to consist of and also other information for your case. Gathering paperwork can get overwhelming especially during Discovery, as long as you are communicating with us and sending the required items it will go as smooth as we can. We take documentation electronically or physically. We strive with working with clients to getting those items from you in the easiest way possible. You are in a sensitive time, trying to make this run as smooth as we can is a goal of ours.

I know sometimes it can feel invasive when you have to provide certain information, for example, financial records. However, it is in your best interest to work side by side with us and gathering said documentation. Discovery is a big game, it can get suffocating, but the earlier you start, the faster it will go. It is important to take at least a week to gather those items and give to us, our office will go through all that and make sure there is not anything else we need get from you. We are your team, we are here to help you and provide the support during your legal help.”