Connecticut New Client Questionnaire

State:
Multi-State
Control #:
US-PI-0232
Format:
Word; 
Rich Text
Instant download

Description

This form is a questionaire to be provided to all new clients to assist the attorney in gathering information regarding the client and his or her claim.
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FAQ

Regulatory Scheme: Connecticut Rule of Professional Conduct 7.4A permits attorneys to state or imply that they are certified specialists where certification is granted "by a board or other entity which is approved by the Rules Committee of the Superior Court." [Rule 7.4A].

Rule 7.1. A lawyer shall not make a false or misleading communication about the lawyer or the lawyer's services. A communication is false or misleading if it contains a material misrepresentation of fact or law, or omits a fact necessary to make the statement considered as a whole not materially misleading.

Rule 1.10 - Imputation of Conflicts of Interest: General Rule (a) While lawyers are associated in a firm, none of them shall knowingly represent a client when any one of them practicing alone would be prohibited from doing so by Rules 1.7, 1.8(c), or 1.9, unless the prohibition is based on a personal interest of the ...

Although it is prohibited to mix lawyer funds with client funds, Rule 1.15 of the Connecticut Rules of Professional Conduct permits a lawyer's own funds to be placed in a trust account for the sole purposes of paying financial institution service charges on the account or to obtain a waiver of fees and service charges ...

Rule 1.7 - Conflict of Interest: General Rule (a) Except as provided in paragraph (b), a lawyer shall not represent a client if the representation involves a concurrent conflict of interest.

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Connecticut New Client Questionnaire