Client Relationship and Management Bar Exam Flashcards - Medical Study Cards
Master Client Relationship and Management with Oncourse flashcards. These spaced repetition flashcards are designed for medical students preparing for NEET PG, USMLE Step 1, USMLE Step 2, MBBS exams, and other medical licensing examinations.
Client Relationship and Management Flashcard Deck - 10 Cards
Flashcard 1: What is the lawyer’s duty to keep a client informed about the status of a matter?
Answer: The lawyer must provide reasonable updates and promptly respond to reasonable requests for information under Model Rule 1.4. The lawyer should also communicate significant developments even if the client has not asked for an update.
Flashcard 2: How should a lawyer manage a client’s expectations about timing and outcomes?
Answer: The lawyer should give realistic estimates of timing, costs, risks, and possible outcomes without guaranteeing success. The lawyer should promptly update the client when material facts, deadlines, strategy, or expected results change.
Flashcard 3: Why should a lawyer define the scope of representation at the outset?
Answer: Defining scope identifies the specific services the lawyer will and will not provide, allocates responsibilities, and prevents misunderstandings about the engagement. Any limited scope must be reasonable under the circumstances and the client must give informed consent.
Flashcard 4: What information about fees and expenses should a lawyer provide at the beginning of the representation?
Answer: Under Model Rule 1.5, the lawyer should communicate the basis or rate of the fee and expenses, preferably in writing, before or within a reasonable time after representation begins. The communication should identify billing practices, retainer requirements, and who is responsible for payment.
Flashcard 5: What should a lawyer accomplish during an initial client interview?
Answer: The lawyer should identify the client’s legal and nonlegal needs, objectives, constraints, relevant facts, decision-makers, deadlines, and desired outcomes. The lawyer should then confirm the client’s priorities and explain the next steps.
Flashcard 6: What should a lawyer document after an important client meeting or decision?
Answer: The lawyer should record the client’s objectives, material facts, advice given, decisions made, assigned responsibilities, deadlines, and follow-up items. A prompt written confirmation helps ensure a shared understanding and creates a reliable record of the representation.
Flashcard 7: What should a lawyer do when a client has difficulty understanding or participating in the representation?
Answer: The lawyer should adapt communication to the client’s language, literacy, disability, technology access, and other circumstances, using interpreters or other accommodations when needed. The goal is to enable the client to make informed decisions rather than merely deliver information.
Flashcard 8: Who has authority to decide the objectives of a representation, and who generally decides the means?
Answer: Under Model Rule 1.2, the client decides the objectives and whether to settle, while the lawyer generally decides the means after consulting with the client. The lawyer must follow lawful client decisions and may not assist illegal or fraudulent conduct.
Flashcard 9: What does the duty of diligence require in managing a client’s matter?
Answer: Under Model Rule 1.3, the lawyer must act with reasonable diligence and promptness, monitor deadlines, advance the matter despite inconvenience, and avoid unnecessary delay. Effective management includes calendaring obligations and informing the client about events that require client action.
Flashcard 10: What must a lawyer communicate to a client under the basic client-communication duty?
Answer: Under Model Rule 1.4, the lawyer must promptly inform the client of significant decisions and developments, reasonably consult about the representation’s means and status, respond to reasonable requests, and explain matters enough for informed decisions.
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