Client Information:

Neil Armstrong

DOB: November 25, 1937

Address: 742 Evergreen Terrace, Toronto, ONM7G 9J2

Phone: (416) 5..g@gmail.com

Matter Type: Small Claims

Retainer Amount: $3000 billed @ $100.00/hr

Scenario:

Neil comes to your office and explains that he came home from a business trip and was served with a Claim in his driveway. He says he needs to retain you to represent him in the matter. According to what he saw in the claim, he is being sued for damages but doesn't understand what the claim is saying. He will bring you a copy of the Claim tomorrow for your review.

open a file for Mr. Armstrong and prepare a retainer agreement for him to review and sign. Make sure to properly open a file with a file number to associate with his file along with any other pieces of information you will need such as ID, alternate contact information,arrangements on how he will pay your fee, and any other information you feel will be necessary to properly open the client file.