Prepare files for new clients.

Preparation should include

  • adhering to legalities related to conflict of interest, standards of confidentiality, and other ethical considerations
  • adhering to legalities related to dates and deadlines (e.g., court filing deadlines, statutes of limitations, mootness, and ripeness)
  • adhering to office policy and procedures for filing new client documents (e.g., alphabetical, numeric, or client matter number)
  • applying appropriate document format
  • completing appropriate forms.