Title: Prepare files for new clients.
Course: Legal Administration (12008-36) > Section: Managing Records and Files

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.