0% found this document useful (0 votes)
173 views15 pages

Law Office Time and Client Info Sheet

This document is a timesheet template for a law office. It includes fields for the name of the employee, the week covered, a code to classify billable activities, the date, time spent, client name, matter, and description of services provided. There are also sections for the total hours worked, signatures of the preparer and approver, and notes from the managing partner.

Uploaded by

Benjie Aquino
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
173 views15 pages

Law Office Time and Client Info Sheet

This document is a timesheet template for a law office. It includes fields for the name of the employee, the week covered, a code to classify billable activities, the date, time spent, client name, matter, and description of services provided. There are also sections for the total hours worked, signatures of the preparer and approver, and notes from the managing partner.

Uploaded by

Benjie Aquino
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

TIME WORKSHEET

Name:
Week of:

C = Client Contact TC = Telephone Call


D = Drafting (Letter, pleadings, etc.) OC = Intra-Office Communication
ITEM Hours
DATE TIME CLIENT
CODE Worked

Prepared by: Approved by:

Signature over Printed Name


Supervising Lawyer

Date Accomplished:

Noted by:

Atty. Mario Maderazo

Managing Partner
KSHEET

Total Hours worked:

R = Research
ce Communication O = Other
MATTER DESCRIPTION OF SERVICE
TIME WORKSHEET

Name:
Week of:

C = Client Contact TC = Telephone Call


D = Drafting (Letter, pleadings, etc.) OC = Intra-Office Communication
H = Hearing appearance
ITEM Hours
DATE TIME CLIENT
CODE Worked
Prepared by: Approved by:

Signature over Printed Name

Supervising Lawyer

Date Accomplished:

Noted by:

Atty. Mario Maderazo

Managing Partner
KSHEET

Total Hours worked:

R = Research
ce Communication O = Other

MATTER DESCRIPTION OF SERVICE


Name of Law Office
GENERAL CLIENT INFORMATION SHEET
Name:

Address:

E-mail:

Date of Birth: Occupation:

Home No: Mobile No:

Work No: Work E-mail:

Work Address:

Nature of the case:

Referred By (Please fill in the names that would apply):

Friend

Former Client

Internet

II. Please fill in if applicable

Other Party's Information

Party 1

Name(s):

Address (es):

Contact Details:

Lawyer:

Party 2
Name(s):

Address (es):

Contact Details:

Lawyer:
For Attorney's Use Only

Pending actions:

Status:

Retainer Amount:

Client referred by:

Documents given by client:

Client Objectives:

Lawyer/Paralegal Assigned:

Confidentiality Clause

The Undersigned agrees that he/she will not make any unauthorized disclosure, directly or indirectly, of any c
provided by both PARTIES or make any use thereof, directly or indirectly, unlesswritten consent was given by the Disc
Undersigned also agrees that PARTIES shall deliver promptly work ethical standard. Confidential information include
the: information regarding past, current, and prospective clients, and industry not generally known to the public; tec
technical information concerning CLIENT/S business; and other such confidential or proprietary information. Both PA
times, notwithstanding any termination of RETAINERHIP/CONSULTATION/ENGAGEMENT, it will hold in strict confiden
any third party Confidential Information, except approved in writing by the Disclosing Party.
Undersigned also agrees that PARTIES shall deliver promptly work ethical standard. Confidential information include
the: information regarding past, current, and prospective clients, and industry not generally known to the public; tec
technical information concerning CLIENT/S business; and other such confidential or proprietary information. Both PA
times, notwithstanding any termination of RETAINERHIP/CONSULTATION/ENGAGEMENT, it will hold in strict confiden
any third party Confidential Information, except approved in writing by the Disclosing Party.
me of Law Office
CLIENT INFORMATION SHEET

Occupation:

Mobile No:

Work E-mail:

Advertisement

Others: Please specify


For Attorney's Use Only

Paid: Yes No Partially Due:

Confidentiality Clause

ake any unauthorized disclosure, directly or indirectly, of any confidential information


rectly or indirectly, unlesswritten consent was given by the Disclosing Party. The
omptly work ethical standard. Confidential information includes, but is not limited to,
tive clients, and industry not generally known to the public; technical and non-
and other such confidential or proprietary information. Both PARTIES agrees that at all
HIP/CONSULTATION/ENGAGEMENT, it will hold in strict confidence and not disclose to
ved in writing by the Disclosing Party.

You might also like