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General

Strategies for Preparing and Transferring Client Cases to Another Attorney (F111)


Description
This training sets the framework and expectations for OPD Parent Representation Program attorneys when client cases are transferred from one attorney to another attorney. Attorneys will review RPC 1.4 Communication and RPC 1.16 Declining or Terminating Representation. The Attorney will take short quizzes to demonstrate their knowledge and review of applicable RPCs and the concepts in the course.
The LEARNING OBJECTIVES IN THE COURSE:
1. Underscore the Importance of Client Centered Communication
2. Review Common Scenarios Where a Case Transfer is Needed
3. Plan for a Transfer in Advance
4. Learn Basic Components of a Case Transfer Memo and Discuss Ways to Communicate Information
5. Exit Course with Tools in your Case Transfer Toolbox
Content
  • Intro: Setting Expectations for the Transferring & Receiving Attorneys
  • INTRO: Strategies for Preparing & Transferring Cases to Another Attorney
  • We Want Our Clients Back or We Quit! (The Office)
  • Section 1: Client Centered Communication
  • Client Centered Communication (RPC 1.4 Communication)
  • Article: How to Improve Lawyer and Client Communications
  • Article: The Pedagogy of Trauma-Informed Lawyering
  • Section 2: Common Scenarios Where Case Transfer Is Needed
  • Common Scenarios (RPC 1.16 Declining or Termination Representation)
  • Section 3: Always Plan in Advance for a Transfer
  • Plan in Advance for a Transfer
  • Demo Video #1- Client Contact List
  • Example: Substitution of Counsel
  • Section 4: Components of a Case Transfer Memo & Ways to Communicate Information
  • Basic Components of a Transfer Memo
  • Email Example of Case Transfer Memo (2 minute Video)
  • Checklist for Case Transfer Memo
  • Demo Video #2 - Draft Transfer Memos - One Client Only
  • Demo Video #3 - Draft Transfer Memos - Multiple Clients
  • Section 5: Exit Course with Tools in your Transfer Toolbox
  • Exit Course with Tools in your Toolbox
  • Case Transfer Quiz 1 -Multiple Choice (5-10 minutes)
Completion rules
  • You must complete 50.00% of the content
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