The Scenario
LSO Rules
What Went Wrong
Retainer & Fees
Risk Prevention
100

Who owned a three storey walk up rental building in town?


Mr. Hamid owned this property in town.


100

These set of rules govern things like retainers, fees, client communication, consent, and competence.


What are the LSO Paralegal Rules of Conduct?


100

What happened with the retainer agreement?


The client did not to sign one.


100

What is a retainer agreement?


Explains what the paralegal will do and how much it costs.


100

Clear paperwork helps prevent what?


A problem.

200
Why did the landlord want help to evict the tenant?


Not paying rent and causing damages.

200

Before providing services a paralegal must clearly define what to their client?


scope of services and fees


200

The paralegal still decided to do what?

Keep working.

200

What is a retainer deposit?


Money that is paid before work starts.


200

Written signed agreements help avoid what type of disagreement?


A fee dispute. 

300

The paralegal requested this amount for the retainer?


what is $150

300

What is informed consent?


A client fully understands the legal services and costs.


300

The firm did not have what?

A retainer policy.

300

What are the total fees and costs?


Clients should fully know this information before signing anything.


300

If you don’t write things down what can it be hard to prove later?


What actually happened.


400

The client refused to sign this very important document.


What is a retainer agreement?


400

Proceeding without a retainer risks breaching what?

Your duty of competence and proper client communication.


400

Why did the client did not pay?


there was no written agreement.

400

If expenses are not clearly explained what can happen?


A non-payment?


400

If you ignore the rules what can happen to your license?

You can lose your license.


500

Even after the refusal of payment the paralegal proceeded and faced this outcome.


What is non payment of fees?


500

You must follow these rules even if your firm doesn’t.


LSO Rules.


500

how would a collections agency help? 

To get the money from the client.

500

Getting a signature in writing is important because?


The safest way to protect yourself.


500

Following what rule can protects both you and your client from problems?


No retainer means no work.


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