LinkedLaw Deskbook
ITEM #:  60096100   |   PUBLISHED:  JULY 20, 2024

Client Relations Deskbook with eFormbook, 3rd Edition

Practice Management Forms with Commentary

By Kent A. Gernander

The new 3rd edition of the Client Relations Deskbook with eFormbook is an invaluable tool for attorneys in all practice areas. This new edition contains 78 illustrative forms and letters including in-depth commentary on attorney-client relationships and the ethics involved. With new content throughout in an updated user-friendly format, the forms and letters found in this 3rd edition illustrate approaches and language that may be employed in common situations. With purchase of the Deskbook, you will also receive electronic access to its companion eFormbook containing all 78 forms in editable files. Created and edited by one of the most highly respected attorneys in Minnesota, we are confident that you will greatly benefit from both Kent Gernander’s skill and his years of experience as you use this important resource.

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.

Initial Contact
Purposes of Forms
§ 1.1 Chapter Notes

  • Form 1.1 – Notice to Prospective Client and Consent
  • Form 1.2 – Initial Contact Information

Purposes of Forms
§ 2.1 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 2.9 – Attachment to Third-Party Payor Notice and Agreement: Payment Terms

Purposes of Forms
§ 3.1 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: Minimal Communication
  • Form 3.4 – Existing Client; New Matter
  • Form 3.5 – Organization to Be Formed
  • Form 3.6 – Engagement by Fiduciary
  • Form 3.7 – Engagement with Third-Party Payment
  • 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 – Division of Fee Between Lawyers (Separate Responsibilities; Proportionate Division of Fees)
  • 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

Conflicts of Interest
Purposes of Forms
§ 4.1 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): First Client
  • Form 4.2(B) – Representation of Directly Adverse Clients on Related Matter (Non-Litigation): Second Client
  • 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 4.4 – Personal Interest
  • Form 4.5 – Payment by Third Party
  • 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 – Aggregate Settlement of Multiple Claims

Terminating Representation
Purposes of Forms
§ 5.1 Chapter Notes

  • Form 5.1 – Engagement Completed
  • Form 5.2 – Representation Terminated After Evaluation
  • Form 5.3 – Attorney 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

File Retention and Destruction
Purposes of Forms
§ 6.1 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

Attorney Liens
Purposes of Forms
§ 7.1 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

Practice Continuation
§ 8.1 Chapter Notes
Practice Continuation Checklist

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

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