CH01
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Chapter 1
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Initial Contact With Prospective Client
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01-003
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§1.3
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General Letter Confirming Consultation Appointment
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01-004
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§1.4
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Letter With Notice Concerning Confidential Information and Requesting Documents
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01-005
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§1.5
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Letter With Notice Concerning Confidential Information and Requesting Consent to Represent Others or Disclose Information if Attorney Not Hired
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01-006
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§1.6
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Prospective Client’s Information From Initial Screening
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01-007
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§1.7
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Checklist: Client Interview—Initial Consultation
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01-008
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§1.8
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Client Questionnaire—Family and Financial Information
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01-009
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§1.9
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Attorney’s E-mail Policy
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01-010
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§1.10
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Attorney’s E-mail Disclaimer
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CH02
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Chapter 2
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Nonengagement: Letters Declining Representation
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02-003
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§2.3
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Letter Declining Representation on Basis of Conflict of Interest With Current or Former Client
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02-004
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§2.4
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Letter Declining Representation Based on Attorney’s Personal Conflict of Interest
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02-005
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§2.5
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Letter Declining Representation Because Matter Outside Practice Area
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02-006
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§2.6
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Letter Declining Representation Based on Attorney’s Personal Observations, Discussions, or Other Interactions With Client
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02-007
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§2.7
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Letter Provisionally Declining Representation Unless Fee Agreement Signed and Returned
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02-008
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§2.8
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Letter Declining Representation Based on Failure to Pay Retainer Fee Within Specific Time Period
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02-009
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§2.9
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Letter Declining Representation Based on Limited Evaluation of Case During Initial Consultation Only
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CH03
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Chapter 3
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General Attorney-Client Fee Agreements
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03-014
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§3.14
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General Letter Agreement for Representation on Hourly Basis
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03-015
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§3.15
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Agreement for Representation Based on Contingent Fee
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03-016
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§3.16
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Agreement for Representation in Noncontingent Matter With Fees Paid by Third Party
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03-017
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§3.17
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Agreement for Representation With Fees Set by Statute (Probate Matter)
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03-018
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§3.18
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Agreement for Representation in Unlawful Detainer Matter
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03-019
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§3.19
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Letter Agreement for Representation on Hourly Basis in Debt Collection Matter
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03-020
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§3.20
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Letter Agreement for Full Representation in Marital Dissolution
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03-021
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§3.21
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Agreement for Limited-Scope Representation (Ongoing Consultations) in Family Law Matter
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03-022
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§3.22
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Agreement for Representation in Criminal Defense Case
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03-023
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§3.23
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Agreement for Joint Representation in Estate Planning Matter
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03-024
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§3.24
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Provision for Additional or Replenishing (Evergreen) Deposit for Fees
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03-024A
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§3.24A
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Letter Advising Client About Duties re Electronically Stored Information (ESI)
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CH04
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Chapter 4
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Consent to Representation After Disclosing Conflict of Interest
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04-008
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§4.8
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New Client’s Consent to Representation Despite Representation on Unrelated Matter of Client Having Adverse Interest
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04-009
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§4.9
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Client’s Consent to Continued Representation Despite Representation on Unrelated Matter of New Client Having Adverse Interest
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04-010
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§4.10
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New Client’s Consent to Representation Despite Representation on Unrelated Matter of Former Client Having Adverse Interest
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04-011
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§4.11
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Former Client’s Consent to Representation of New Client on Unrelated Matter Despite Clients’ Adverse Interests
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04-012
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§4.12
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Consent to Representation When Attorney Has Personal Relationship With Witness or Party in Client’s Case
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04-013
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§4.13
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Consent to Representation When Client Grants Security Interest in Real Property to Attorney
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04-014
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§4.14
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Consent to Representation When Third Party Is Paying Client’s Legal Fees
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04-015
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§4.15
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Consent to Representation of Co-Parties in Same Case
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04-016
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§4.16
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Consent to Representation of Both Spouses or Domestic Partners in Performing Estate Planning
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CH05
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Chapter 5
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Status Reports and Notices About Case to Client
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05-003
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§5.3
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Letter/Communication Advising Client of Case Status—General Form
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05-004
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§5.4
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Letter/Communication Requesting That Client Contact Attorney for Consultation About Case
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05-005
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§5.5
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Letter/Communication Advising Client That Attorney Has Filed New Court Action or Motion on Client’s Behalf
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05-006
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§5.6
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Letter/Communication Advising Client That Attorney Has Filed Answer or Responses on Client’s Behalf to Court Action or Motion
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05-007
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§5.7
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Letter/Communication Notifying Client of Oral Deposition
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05-008
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§5.8
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Letter/Communication Notifying Client of Case Management Conference and “Meet and Confer” Requirement
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05-009
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§5.9
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Letter/Communication Notifying Client to Attend Court Hearing or Trial
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CH06
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Chapter 6
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Requests for Documents From Client
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06-006
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§6.6
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Letter Requesting That Client Provide Documents for Attorney’s Review in Transactional Matter—General Form
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06-007
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§6.7
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Letter Requesting That Client Provide Documents for Attorney’s Review in Litigation Matter—General Form
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06-008
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§6.8
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Letter Requesting Documents From Client to Comply With Demand for Production
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06-009
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§6.9
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Letter Requesting Documents From Client to Facilitate Reply to Interrogatories or Admission Request
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06-010
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§6.10
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Letter Requesting Documents From Client to Comply With Disclosure Demand in Family Law Case
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CH07
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Chapter 7
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Termination Notices to Client
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07-005
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§7.5
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Letter Terminating Representation When Initial Evaluation Reveals Case Lacks Merit
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07-006
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§7.6
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Letter Advising Representation Terminated Pursuant to Limited Scope Representation Agreement
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07-007
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§7.7
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Letter Advising Completion of Attorney’s Representation After Performing Transactional Work
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07-008
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§7.8
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Letter Advising Completion of Attorney’s Representation After Litigation
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07-009
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§7.9
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Letter Notifying Client of Intent to Withdraw as Counsel in Civil Case
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07-010
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§7.10
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Letter Confirming Attorney’s Discharge by Client in Civil Case
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CH08
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Chapter 8
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Retention and Disposition of Client Files
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08-003
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§8.3
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Letter Advising Client of File Retention Policy When Some or All of Client’s Items Were Previously Returned
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08-004
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§8.4
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Letter Advising Client of File Retention Policy When None of Client’s Items Were Previously Returned
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08-005
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§8.5
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Addendum Stating Attorney’s File Retention Policy
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CH09
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Chapter 9
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Fee Collection Letters and Related Lien Matters
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09-012
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§9.12
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Letter Notifying Client of Need to Replenish Retainer Fee
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09-013
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§9.13
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Letter Notifying Client of Arrearage in Fees and Request to Pay Them
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09-014
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§9.14
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Letter Notifying Client That Attorney Will File Lien Unless Fees Paid by Date Certain
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09-015
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§9.15
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Notice to Parties of Attorney’s Charging Lien for Services Rendered
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09-016
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§9.16
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Notice to Client of Recording Abstract of Judgment Against Real Property
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09-019
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§9.19
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Letter Notifying Client of Family Law Attorney’s Real Property Lien
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09-020
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§9.20
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Notice to Opposing Party of Family Law Attorney’s Real Property Lien
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09-021
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§9.21
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Charging Lien Within Attorney-Client Agreement
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09-022
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§9.22
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Family Law Attorney’s Real Property Lien
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09-023
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§9.23
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Letter Advising Client of Satisfaction of Judgment and Release of Lien
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CH10
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Chapter 10
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Fee Arbitration Notices
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10-007
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§10.7
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Letter Notifying Client of Attorney’s Intention to Arbitrate Fee Claim Under Written Agreement
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10-008
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§10.8
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Cover Letter for Use With Mandatory Fee Arbitration
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