Clinic Basics
Clio
Case Communication
Working with Supervisor and Staff
Miscellaneous
100

The four components of EJC.

What are seminar, rounds, casework, and supervision.

100

The number of hours you are expected to log in clinic this semester, including how you will keep track of that time.

What is 170 hours (42.5 per credit hour), tracked in Clio under the Activities Tab.

100

Steps when a new hearing date is assigned in your case.

What is notify supervisor and add it to the shared EJC calendar?

*Make sure to calendar all deadlines that may accompany the new hearing date.

100

What your team owes to your supervisor before each supervision meeting, including by when.

What is 12 hours or more before the supervision, email pre-supevision memo, including agenda, basic facts, what has happened in the preceding week, supervision goals, anything you are waiting for, questions, hours for the week, and an affirmation that Clio is up to date.

100

The way you memorialize your initial meeting with your client.

What is by entering the notes into Clio notes, including relevant parties present, upcoming hearing dates, and relevant information regarding the client's problem and goals.

200

How to reserve clinic space, including the information that should be included.

What is fill out a request on Qualtrics, indicating whether you need an interpreter, parking, and/or recording.

200

Best practice for naming the following document in Clio: A second draft of a motion to dismiss in the Jones case drafted on September 14, 2026.

What is 26.09.14 Motion to Dismiss draft v.2, saved in Ms. Jones's Clio file in the Court Documents folder?

200

The phone numbers you may give your client.

What are the clinic main number, your cell phone (at your discretion), google phone number that forwards to your cell phone?

200

What your team owes me after supervision, including by when.

What is, within 24 hours, a round up memo with the plan for the coming week, including any internal and external deadlines.

200

Imagine you've finished your initial interview with the client. The circumstances under which you should contact the opposing party.

What is only if the party is unrepresented!

300

Expectations of clinic work during finals period.

What is regular responsibility for cases.

Also, with strong communication, you can organize your case work in a way that allows you to study for other courses. 

300

The best way to email your client and why.

What is through the client portal in Clio because it encrypts the email and doesn't require you to upload or forward the email later.

300

The steps for transferring a case.

What are: 

(1) advising client by phone and letter that the case is being transferred 

(2) drafting a transfer memo 

(3) ensuring that the Clio file is complete and well organized

(4) ensuring that all relevant dates have been added to the calendar.

300

Steps to take if you have any upcoming interview with a Spanish-speaking client.

What is: Complete an interpretation request through the Qualtrics form, complete a room request form, and arrange for parking if necessary.

300

My first response when you ask "What should I/we do?"

What is: "What do you think?"

400

The date on which you can "check out" of clinic and the steps required to do so.

What is the last day of exams, once cases have been properly closed or transferred, Clio is up to date, and case files are organized.

400

True or False: You must upload internal documents, like supervision memos, to Clio.

False. Only upload if it would be helpful for future students.

400

The expectation for when to return a client's call.

What is within two business days. If that is not possible, email supervisor and explain why.

400

Steps to take before sending a communication outside of the clinic.

What are discuss and edit with partner, and send for approval.

400

The ways to mail a document.

What are: USPS, UPS, or Fedex.

We have accounts for all three and each have multiple options.

500

The types of documents that must be reviewed by me.

What is anything that leaves the clinic.

500

Information to be added to the Notes section after a phone call with opposing counsel.

What is: the date, time, and substance of the call, including any assertions or promises made by either side.

500

The people with whom you can discuss the facts of your cases.

Who are: supervisor, teammate, EJC classmates, clinic staff, faculty and students in other UNC law clinics, and the client.

500

Your responsibility in preparing for a rounds where you are not presenting.

What is to read the rounds memo carefully and come prepared with questions.

500

How often to update time in Clio.

What is at least weekly.