These questions are about Client Care for Immigration Consultants course and interview between immigration consultant and client

1. A retainer agreement is:

a. an advance payment to a lawyer/consultant

b. prepared at the beginning of a lawyer/consultant-client relationship

c. a binding contract between a lawyer/consultant and a client

d. b and c

2. What information is included in a retainer agreement?

3. What is the purpose of a client consent form?

4. Using one of the consent forms from this chapter, prepare a consent for release of your high school records to your instructor.

5. Explain the difference between billable and non-billable hours.

6. Briefly distinguish between methods used to track billable hours in a law office.

7. What information must be included on time dockets?

8. What are the most common subfolders found in a client file?

9. When may a client file be closed?

10. When a file is closed, what documents belong to the client?

11. Should documents of uncertain relevance be destroyed when closing a file? Explain your answer.

12. How is the retention period for a closed file determind?