CLIENT RELATIONS DESKBOOK WITH EFORMBOOK
Deskbook
ITEM #:  50096125   |   PUBLISHED:  JULY 20, 2024
STANDARD PRICE
$179.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

Client Relations Deskbook with eFormbook, 4th Edition

Author and Editor:  Kent A. Gernander

The NEW Fourth Edition of the Client Relations Deskbook with eFormbook is an invaluable tool for attorneys in all practice areas. The Deskbook contains more than 95 illustrative forms and letters, including in-depth commentary on attorney-client relationships, drafting tips, ethical considerations, and citations to primary and secondary sources of law. With new content throughout in an updated user-friendly format, the forms and letters found in this Fourth Edition illustrate approaches and language that may be employed in common attorney-client situations. The Client Relations Deskbook also includes a companion eFormbook containing all 96 forms, ready to download, edit, and use. Written and edited by one of the most highly respected attorneys in Minnesota, Kent Gernander’s skill and his years of experience provide practitioners with sharp insight and helpful suggestions to improve their practice correspondence.


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Purchase the hard copy and receive a coupon code to purchase the corresponding LinkedLaw eDeskbook for only $50! Code will be sent to you with your hard copy.

Introduction, Bibliography, and Acknowledgments


CHAPTER 1
Initial Contact

  • Chapter Notes
  • Form 1.1 – Notice to Prospective Client
  • Form 1.2 – Initial Contact Information
  • Form 1.3 – Disclaimer for Website or Advertising
  • Form 1.4 – Checklist for Prospective Client Contact Record
  • Form 1.5 – Internal Screening Measures
  • Form 1.6 – Notice to Prospective Client of Conflicting Representation and Screen
  • Form 1.7 – Notice of Nonconsultation


CHAPTER 2
Non-Engagement

  • Chapter Notes
  • Form 2.1 – Representation Declined
  • Form 2.2 – Awaiting Agreement
  • Form 2.3 – Representation Declined for Failure to Pay or Proceed
  • Form 2.4 – Representation Declined After Evaluation
  • Form 2.5 – Representation Declined Based on Conflict
  • Form 2.6 – Representation of Fiduciary
  • Form 2.7 – Representation of Organization
  • Form 2.8 – Third-Party Payor: Notice and Agreement
  • Form 2.8.A – Attachment to Third-Party Payor Notice and Agreement: Payment Terms
  • Form 2.9 – Third-Party Payor (Insurer): Notice and Agreement


CHAPTER 3
Engagements

  • Chapter Notes
  • Form 3.1 – New Client and Matter: Individual Client
  • Form 3.2 – New Client and Matter: Organization Client
  • Form 3.3 – New Client and Matter: Short Form
  • Form 3.4 – Existing Client; New Matter
  • Form 3.5 – Organization to Be Formed
  • Form 3.6 – Engagement by Fiduciary
  • Form 3.6.A – Engagement by Fiduciary Interested in Estate
  • Form 3.7 – Engagement with Third Party Payment
  • Form 3.7.A – Engagement with Payment and Control by Insurer
  • Form 3.7.B – Engagement with Insurer as Co-Client
  • Form 3.8 – Limited Scope Engagement
  • Form 3.9 – Common Representation: Business Venture
  • Form 3.10 – Common Representation: Family Estate Planning
  • Form 3.11 – Common Representation: Multiple Claimants
  • Form 3.12 – Common Representation: Co-Defendants
  • Form 3.13 – Common Interest Agreement
  • Form 3.14 – Availability Fee
  • Form 3.15 – Advance Flat Fee
  • Form 3.16 – Contingent Fee Engagement 
  • Form 3.17 – Contingent Fee Engagement; Division of Fee Between Lawyers
  • Form 3.18 – Division of Fee Between Lawyers (Joint Responsibility; Agreed Division of Fees)
  • Form 3.19 – Contingent Fee Closing Statement
  • Form 3.20 – Pro Bono Engagement
  • Form 3.21 – Short-Term Limited Pro Bono Engagement: For Use by Sponsoring Organization 
  • Form 3.22 – Short-Term Limited Pro Bono Engagement: For Use by Volunteer Lawyer
  • Form 3.23 – Prospective Limitation of Liability
  • Form 3.24 – Cryptocurrency Addendum
  • Form 3.25 – Billing Statement


CHAPTER 4
Conflicts of Interest 

  • Chapter Notes
  • Form 4.1.A – Representation of Directly Adverse Clients on Unrelated Matters: Potential Client
  • Form 4.1.B – Representation of Directly Adverse Clients on Unrelated Matters: Current Client
  • Form 4.2.A – Representation of Directly Adverse Clients on Related Matter: Non-Litigation
  • Form 4.2.B – Representation of Directly Adverse Clients on Related Matter: Non-Litigation (Another Example)
  • Form 4.3.A – Representation Adverse to Former Client: Letter to Former Client
  • Form 4.3.B – Representation Adverse to Former Client: Letter to Potential Client
  • Form 4.3.C – Representation by Departed Lawyer Adverse to Client of Former Firm: Letter to Former Client
  • Form 4.3.D – Representation by Departed Lawyer Adverse to Client of Former Firm: Letter to New Client
  • Form 4.3.E – Representation by New Lawyer’s Firm Adverse to Client of Lawyer’s Former Firm: Notice of Screening to Former Client
  • Form 4.3.F – Representation by Firm of New Lawyer Adverse to Client of Lawyer’s Former Firm: Notice of Screening to Current Client
  • Form 4.4 – Personal Interest
  • Form 4.5 – Payment by Third Party
  • Form 4.5.A – Payment and Control by Insurer
  • Form 4.5.B – Payment and Control by Insurer: Insurer as Co-Client
  • Form 4.6 – Co-Parties
  • Form 4.7 – Business Transaction with Client 
  • Form 4.8 – Grant of Security to Lawyer
  • Form 4.9 – Lawyer as Director
  • Form 4.10 – Consent to Future Conflicts
  • Form 4.11 – Lawyer Named as Fiduciary
  • Form 4.12.A – Aggregate Settlement of Multiple Claims: Co-Claimants
  • Form 4.12.B – Aggregate Settlement of Multiple Claims: Co-Defendants


CHAPTER 5
Terminating Representation

  • Chapter Notes
  • Form 5.1 – Engagement Completed
  • Form 5.2 – Representation Terminated After Evaluation
  • Form 5.3 – Lawyer Discharged
  • Form 5.4 – Notice to Client of Intent to Withdraw
  • Form 5.5 – Notice to Court of Withdrawal of Counsel
  • Form 5.6 – Notice to Court of Withdrawal and Substitution of Counsel 
  • Form 5.7 – Motion of Counsel to Withdraw


CHAPTER 6
File Retention and Destruction

  • Chapter Notes
  • Form 6.1 – File Retention Policy
  • Form 6.2 – Client Notification of File Retention Policies
  • Form 6.3 – Client Notification of File Destruction


CHAPTER 7
Attorney Liens

  • Chapter Notes 
  • Form 7.1 – Attorney Lien Statement
  • Form 7.2 – Attorney Lien Statement: Personal Property
  • Form 7.3 – Notice of Filing Lien Statement: Real Estate
  • Form 7.4 – Extension of Attorney Lien 
  • Form 7.5 – Claim of Unregistered Interest
  • Form 7.6 – Motion to Establish Attorney Lien 
  • Form 7.7 – Notice of Lis Pendens
  • Form 7.8 – Summons
  • Form 7.9 – Complaint
  • Form 7.10 – Satisfaction and Release of Attorney Lien


CHAPTER 8
Practice Continuation

  • Chapter Notes
  • Form 8.1 – Practice Continuation Checklist
  • Form 8.2 – Engagement of Assisting Lawyer to Represent Affected Lawyer or Estate
  • Form 8.3 – Engagement of Assisting Lawyer to Continue Practice
  • Form 8.4 – Engagement of Assisting Lawyer for Planned Absence of Short Duration
  • Form 8.5 – Engagement Agreement Provision for Practice Continuation
  • Form 8.6 – Power of Attorney to Assisting Lawyer
  • Form 8.7 – Will Provision
  • Form 8.8 – Notice of Closing Practice
  • Form 8.9 – Notice of Sale of Practice From Seller

HARD COPY + eFORMBOOK:  $179
LINKEDLAW + eFORMBOOK:  $125 for 1-year subscription

Bundle and save!
Purchase the hard copy and receive a coupon code to purchase the corresponding LinkedLaw eDeskbook for only $50! Code will be sent to you with your hard copy.

Other discounts that may apply:

Quantity discount:
Please email cservice@minncle.org or call 800-759-8840 to inquire about bulk orders.

Owners of Hard Copy:
Access the eFormbook through your account on the Minnesota CLE website under My Account > My eResources & Publications. 

Owners of LinkedLaw:
Access the eFormbook directly from within your LinkedLaw book. (LinkedLaw books can be accessed through your account on the Minnesota CLE website under My Account > My eResources & Publications.)

Q.

Do all Deskbooks have a companion eFormbook?

No, but as Deskbooks are updated, eFormbooks, if applicable, are included.

Q.

Once I’ve purchased a Deskbook that includes an eFormbook, how do I access it?

Access the eFormbook through your account on the Minnesota CLE website under My Account > eResources & Publications

Q.

Will I always have access to the Deskbook eFormbook?

Yes, you will always have access to the eFormbook as long as your Deskbook subscription is up-to-date.

Q.

Can I download the forms in my eFormbook?

Yes, and we recommend that you download all of the forms in your eFormbook so you can use them without Internet access.

Q.

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Google has started to block the download of certain types of content in its latest versions of Chrome. One option you have is to switch to a different browser. To continue using Chrome, you can try the following:

Copy and paste chrome://settings/content/insecureContent into your Chrome browser address bar. In the "Allow" section, click the Add button. An "Add a Site" pop-up box should appear. Enter www.minncle.org in the box and click the Add button. You should now be able to open and download your eforms.

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STANDARD PRICE
$179.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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