Estate Administrator Flowchart

1. The client will call. An appointment with the attorney is scheduled. 2. If this is an existing client, the Legal Assistant completes the Client Service Record (CSR). This is a client profile, showing service group, fees, billing frequency, origin of client, address, phone, services requested, tickler dates, fee arrangements and other miscellaneous information. This form is circulated to other attorneys for conflict of interest reviews. 3. The Legal Assistant prepares...